EAN
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Excelsior Advisor Network’s Exelon EXC Stock Holding History

Excelsior Advisor Network’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$570K Buy
12,226
+2,295
+23% +$106K 0.08% 245
2026
Q1 		$487K Buy
+9,931
New +$462K 0.19% 108

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Excelsior Advisor Network's EXC Position: Q2 2026 in Review

Excelsior Advisor Network increased its Exelon (EXC) stake by 23% in Q2 2026, buying an estimated $106K and bringing the position to 12,226 shares worth $570K. The position accounts for 0.08% of the portfolio, ranked #245.

Excelsior Advisor Network first reported a position in EXC in Q1 2026 and has held it in 2 quarters since. 1,288 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Excelsior Advisor Network held 12,226 shares of Exelon worth $570K as of Q2 2026.
  • Excelsior Advisor Network bought 2,295 Exelon shares in Q2 2026, an estimated $106K.
  • Exelon made up 0.08% of Excelsior Advisor Network's portfolio in Q2 2026, its #245 holding.
  • Excelsior Advisor Network first reported a position in Exelon in Q1 2026 and has held it in 2 quarters since.
  • 1,288 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.