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Shah Wealth Advisors, LLC’s Exelon EXC Stock Holding History

Shah Wealth Advisors, LLC’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 		$555K Buy
+11,899
New +$550K 0.13% 51

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Shah Wealth Advisors, LLC's EXC Position: Q2 2026 in Review

Shah Wealth Advisors, LLC opened a new position in Exelon (EXC) in Q2 2026: 11,899 shares worth $555K. The stake represents 0.13% of the portfolio and ranks #51 among its holdings.

813 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Shah Wealth Advisors, LLC held 11,899 shares of Exelon worth $555K as of Q2 2026.
  • Exelon was a new Shah Wealth Advisors, LLC position in Q2 2026.
  • Exelon made up 0.13% of Shah Wealth Advisors, LLC's portfolio in Q2 2026, its #51 holding.
  • 813 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Shah Wealth Advisors, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.