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Farther Finance Advisors’s Exelon EXC Stock Holding History

Farther Finance 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
Q2 		$1.29M Buy
27,634
+2,433
+10% +$113K 0.01% 948
2026
Q1 		$1.23M Buy
25,201
+1,729
+7% +$80.4K 0.01% 858
2025
Q4 		$1.02M Buy
23,472
+8,580
+58% +$392K 0.01% 877
2025
Q3 		$670K Buy
14,892
+1,893
+15% +$83.1K 0.01% 926
2025
Q2 		$564K Sell
12,999
-973
-7% -$43.3K 0.01% 854
2025
Q1 		$642K Buy
13,972
+7,789
+126% +$326K 0.02% 676
2024
Q4 		$233K Sell
6,183
-1,063
-15% -$41.2K 0.01% 917
2024
Q3 		$294K Buy
7,246
+2,339
+48% +$87.9K 0.01% 838
2024
Q2 		$170K Buy
4,907
+204
+4% +$7.53K 0.01% 914
2024
Q1 		$175K Buy
4,703
+291
+7% +$10.4K 0.01% 732
2023
Q4 		$158K Buy
4,412
+1,293
+41% +$49.8K 0.01% 634
2023
Q3 		$118K Buy
3,119
+1,646
+112% +$67.1K 0.02% 507
2023
Q2 		$60K Buy
1,473
+41
+3% +$1.7K 0.01% 608
2023
Q1 		$60K Buy
1,432
+43
+3% +$1.79K 0.02% 554
2022
Q4 		$60K Buy
+1,389
New +$54.9K 0.02% 450

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

Farther Finance Advisors's EXC Position: Q2 2026 in Review

Farther Finance Advisors increased its Exelon (EXC) stake by 9.7% in Q2 2026, buying an estimated $113K and bringing the position to 27,634 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #948.

Farther Finance Advisors first reported a position in EXC in Q4 2022 and has held it in 15 quarters since. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Farther Finance Advisors held 27,634 shares of Exelon worth $1.29M as of Q2 2026.
  • Farther Finance Advisors bought 2,433 Exelon shares in Q2 2026, an estimated $113K.
  • Exelon made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #948 holding.
  • Farther Finance Advisors first reported a position in Exelon in Q4 2022 and has held it in 15 quarters since.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.