Flatrock Wealth Partners’s Exelon EXC Stock Holding History

Flatrock Wealth Partners’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 Q1	–	Sell	-4,882	Closed	-$213K	–	172
2025 Q4	$213K	Buy	+4,882	New	+$223K	0.1%	152

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Flatrock Wealth Partners's EXC Position: Q1 2026 in Review

Flatrock Wealth Partners sold out of Exelon (EXC) in Q1 2026, closing a stake of 4,882 shares — an estimated $213K sold.

Flatrock Wealth Partners first reported a position in EXC in Q4 2025 and held it in 1 quarter. The position peaked at $213K in Q4 2025. 1,284 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Flatrock Wealth Partners reported no remaining Exelon position as of Q1 2026 after selling out during the quarter.
Flatrock Wealth Partners sold 4,882 Exelon shares in Q1 2026, an estimated $213K.
Flatrock Wealth Partners first reported a position in Exelon in Q4 2025 and held it in 1 quarter.
Flatrock Wealth Partners's Exelon position peaked at $213K in Q4 2025.
1,284 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Flatrock Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.