Financial Engines Advisors’s Exelon EXC Stock Holding History

Financial Engines 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	$363K	Sell	7,781 -158	-2%	-$7.31K	﹤0.01%	463
2026 Q1	$389K	Sell	7,939 -579	-7%	-$26.9K	﹤0.01%	426
2025 Q4	$371K	Buy	8,518 +4,047	+91%	+$185K	﹤0.01%	440
2025 Q3	$201K	Buy	+4,471	New	+$196K	﹤0.01%	528
2021 Q4	–	Sell	-5,933	Closed	-$204K	–	276
2021 Q3	$204K	Buy	+5,933	New	+$203K	﹤0.01%	264
2020 Q3	–	Sell	-8,140	Closed	-$211K	–	245
2020 Q2	$211K	Buy	+8,140	New	+$216K	﹤0.01%	193
2018 Q1	–	Sell	-76	Closed	-$2K	–	162
2017 Q4	$2K	Buy	+76	New	+$2.18K	﹤0.01%	141
2017 Q2	–	Sell	-144	Closed	-$4K	–	91
2017 Q1	$4K	Buy	+144	New	+$3.67K	﹤0.01%	69
2014 Q3	–	Sell	-125,646	Closed	-$3.27M	–	57
2014 Q2	$3.27M	Sell	125,646 -26,585	-17%	-$678K	2.81%	12
2014 Q1	$3.64M	Sell	152,231 -14,834	-9%	-$312K	2.98%	8
2013 Q4	$3.26M	Sell	167,065 -4,791	-3%	-$96.4K	2.71%	11
2013 Q3	$3.63M	Sell	171,856 -36,261	-17%	-$793K	3.03%	10
2013 Q2	$4.58M	Buy	+208,117	New	+$5.05M	3.94%	6

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Financial Engines Advisors's EXC Position: Q2 2026 in Review

Financial Engines Advisors reduced its Exelon (EXC) stake by 2% in Q2 2026, selling an estimated $7.31K and leaving 7,781 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Financial Engines Advisors first reported a position in EXC in Q2 2013 and has held it in 13 quarters since. The position peaked at $4.58M in Q2 2013. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Financial Engines Advisors held 7,781 shares of Exelon worth $363K as of Q2 2026.
Financial Engines Advisors sold 158 Exelon shares in Q2 2026, an estimated $7.31K.
Exelon made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #463 holding.
Financial Engines Advisors first reported a position in Exelon in Q2 2013 and has held it in 13 quarters since.
Financial Engines Advisors's Exelon position peaked at $4.58M in Q2 2013.
1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.