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Exencial Wealth Advisors’s Exelon EXC Stock Holding History

Exencial Wealth Advisors’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
Q1 		$214K Buy
+4,365
New +$203K 0.01% 543
2016
Q2 		– Sell
-13,894
Closed -$355K – 164
2016
Q1 		$355K Buy
+13,894
New +$311K 0.17% 105

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Exencial Wealth Advisors's EXC Position: Q1 2026 in Review

Exencial Wealth Advisors opened a new position in Exelon (EXC) in Q1 2026: 4,365 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #543 among its holdings. This is a return to the name: Exencial Wealth Advisors previously reported a position in EXC as recently as Q1 2016.

Exencial Wealth Advisors first reported a position in EXC in Q1 2016 and has held it in 2 quarters since. The position peaked at $355K in Q1 2016. 1,286 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Exencial Wealth Advisors held 4,365 shares of Exelon worth $214K as of Q1 2026.
  • Exelon was a new Exencial Wealth Advisors position in Q1 2026.
  • Exelon made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #543 holding.
  • Exencial Wealth Advisors first reported a position in Exelon in Q1 2016 and has held it in 2 quarters since.
  • Exencial Wealth Advisors's Exelon position peaked at $355K in Q1 2016.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.