PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Exelon EXC Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$54.8K	Hold	1,176	–	–	0.01%	311
2026 Q1	$57.6K	Hold	1,176	–	–	0.02%	281
2025 Q4	$51.3K	Sell	1,176 -322	-21%	-$14.7K	0.02%	297
2025 Q3	$67.4K	Sell	1,498 -181	-11%	-$7.95K	0.02%	246
2025 Q2	$72.9K	Hold	1,679	–	–	0.02%	227
2025 Q1	$77.4K	Buy	1,679 +1,001	+148%	+$41.8K	0.03%	218
2024 Q4	$25.5K	Buy	+678	New	+$26.3K	0.01%	320

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s EXC Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Exelon (EXC) position steady in Q2 2026 at 1,176 shares worth $54.8K. The position accounts for 0.01% of the portfolio, ranked #311.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $77.4K in Q1 2025. 758 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1,176 shares of Exelon worth $54.8K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Exelon share count unchanged in Q2 2026.
Exelon made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #311 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Exelon position peaked at $77.4K in Q1 2025.
758 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.