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Fiduciary Alliance’s Exelon EXC Stock Holding History

Fiduciary Alliance’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 		$620K Sell
13,303
-102
-0.8% -$4.72K 0.04% 330
2026
Q1 		$642K Sell
13,405
-294
-2% -$13.7K 0.04% 336
2025
Q4 		$597K Sell
13,699
-853
-6% -$38.9K 0.04% 318
2025
Q3 		$655K Sell
14,552
-176
-1% -$7.73K 0.04% 295
2025
Q2 		$639K Buy
+14,728
New +$656K 0.05% 286

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

Fiduciary Alliance's EXC Position: Q2 2026 in Review

Fiduciary Alliance reduced its Exelon (EXC) stake by 0.76% in Q2 2026, selling an estimated $4.72K and leaving 13,303 shares worth $620K. The position accounts for 0.04% of the portfolio, ranked #330.

Fiduciary Alliance first reported a position in EXC in Q2 2025 and has held it in 5 quarters since. The position peaked at $655K in Q3 2025. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Fiduciary Alliance held 13,303 shares of Exelon worth $620K as of Q2 2026.
  • Fiduciary Alliance sold 102 Exelon shares in Q2 2026, an estimated $4.72K.
  • Exelon made up 0.04% of Fiduciary Alliance's portfolio in Q2 2026, its #330 holding.
  • Fiduciary Alliance first reported a position in Exelon in Q2 2025 and has held it in 5 quarters since.
  • Fiduciary Alliance's Exelon position peaked at $655K in Q3 2025.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.