Financial Perspectives’s Exelon EXC Stock Holding History

Financial Perspectives’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	$26.3K	Buy	564 +5	+0.9%	+$231	0.01%	423
2026 Q1	$27.4K	Buy	559 +5	+0.9%	+$233	0.01%	398
2025 Q4	$24.2K	Buy	554 +5	+0.9%	+$228	0.01%	409
2025 Q3	$24.7K	Buy	549 +5	+0.9%	+$220	0.01%	400
2025 Q2	$23.6K	Buy	544 +5	+0.9%	+$223	0.01%	398
2025 Q1	$24.9K	Buy	539 +5	+0.9%	+$209	0.01%	384
2024 Q4	$20.1K	Buy	534 +5	+0.9%	+$194	0.01%	405
2024 Q3	$21.4K	Buy	529 +5	+1%	+$188	0.01%	379
2024 Q2	$18.1K	Buy	524 +6	+1%	+$221	0.01%	394
2024 Q1	$19.5K	Buy	518 +5	+1%	+$179	0.01%	387
2023 Q4	$18.4K	Buy	513 +5	+1%	+$193	0.01%	390
2023 Q3	$19.2K	Buy	508 +4	+0.8%	+$163	0.01%	364
2023 Q2	$20.5K	Buy	504 +5	+1%	+$207	0.01%	364
2023 Q1	$20.9K	Buy	499 +4	+0.8%	+$167	0.01%	354
2022 Q4	$21.4K	Buy	495 +4	+0.8%	+$158	0.01%	347
2022 Q3	$18.4K	Buy	491 +4	+0.8%	+$177	0.01%	356
2022 Q2	$22.1K	Buy	487 +3	+0.6%	+$141	0.01%	337
2022 Q1	$23.1K	Sell	484 -189	-28%	-$8.01K	0.01%	350
2021 Q4	$27.7K	Buy	673 +4	+0.6%	+$151	0.01%	315
2021 Q3	$23.1K	Buy	669 +6	+0.9%	+$205	0.01%	341
2021 Q2	$21K	Buy	663 +5	+0.8%	+$161	0.01%	372
2021 Q1	$20.5K	Buy	658 +6	+0.9%	+$180	0.01%	363
2020 Q4	$19.6K	Buy	652 +6	+0.9%	+$177	0.01%	338
2020 Q3	$16.5K	Buy	646 +7	+1%	+$186	0.01%	312
2020 Q2	$16.6K	Buy	639 +5	+0.8%	+$133	0.01%	305
2020 Q1	$16.6K	Hold	634	–	–	0.01%	261
2019 Q4	$20.6K	Buy	+634	New	+$20.5K	0.01%	255

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 Perspectives's EXC Position: Q2 2026 in Review

Financial Perspectives increased its Exelon (EXC) stake by 0.89% in Q2 2026, buying an estimated $231 and bringing the position to 564 shares worth $26.3K. The position accounts for 0.01% of the portfolio, ranked #423.

Financial Perspectives first reported a position in EXC in Q4 2019 and has held it in 27 quarters since. The position peaked at $27.7K in Q4 2021. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Financial Perspectives held 564 shares of Exelon worth $26.3K as of Q2 2026.
Financial Perspectives bought 5 Exelon shares in Q2 2026, an estimated $231.
Exelon made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #423 holding.
Financial Perspectives first reported a position in Exelon in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Exelon position peaked at $27.7K in Q4 2021.
1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.