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Focus Partners Advisor Solutions’s Exelon EXC Stock Holding History

Focus Partners Advisor Solutions’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 		$753K Buy
16,142
+984
+6% +$45.5K 0.01% 669
2026
Q1 		$743K Buy
+15,158
New +$705K 0.01% 662
2025
Q4 		– Sell
-9,855
Closed -$446K – 1148
2025
Q3 		$446K Sell
9,855
-4,388
-31% -$193K 0.01% 772
2025
Q2 		$618K Sell
14,243
-3,099
-18% -$138K 0.01% 603
2025
Q1 		$799K Buy
17,342
+6,209
+56% +$260K 0.01% 440
2024
Q4 		$419K Sell
11,133
-7,675
-41% -$298K 0.01% 517
2024
Q3 		$763K Sell
18,808
-3,053
-14% -$115K 0.02% 348
2024
Q2 		$757K Buy
21,861
+3,816
+21% +$141K 0.02% 289
2024
Q1 		$678K Buy
18,045
+8,274
+85% +$296K 0.02% 304
2023
Q4 		$351K Sell
9,771
-3,353
-26% -$129K 0.02% 307
2023
Q3 		$496K Buy
13,124
+3,703
+39% +$151K 0.02% 261
2023
Q2 		$384K Buy
9,421
+451
+5% +$18.6K 0.02% 255
2023
Q1 		$376K Sell
8,970
-244
-3% -$10.2K 0.02% 242
2022
Q4 		$398K Buy
9,214
+424
+5% +$16.8K 0.03% 223
2022
Q3 		$329K Buy
8,790
+199
+2% +$8.8K 0.02% 287
2022
Q2 		$389K Buy
+8,591
New +$404K 0.03% 218
2022
Q1 		– Sell
-10,045
Closed -$414K – 339
2021
Q4 		$414K Buy
+10,045
New +$378K 0.09% 80

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Focus Partners Advisor Solutions's EXC Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Exelon (EXC) stake by 6.5% in Q2 2026, buying an estimated $45.5K and bringing the position to 16,142 shares worth $753K. The position accounts for 0.01% of the portfolio, ranked #669.

Focus Partners Advisor Solutions first reported a position in EXC in Q4 2021 and has held it in 17 quarters since. The position peaked at $799K in Q1 2025. 1,288 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Focus Partners Advisor Solutions held 16,142 shares of Exelon worth $753K as of Q2 2026.
  • Focus Partners Advisor Solutions bought 984 Exelon shares in Q2 2026, an estimated $45.5K.
  • Exelon made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #669 holding.
  • Focus Partners Advisor Solutions first reported a position in Exelon in Q4 2021 and has held it in 17 quarters since.
  • Focus Partners Advisor Solutions's Exelon position peaked at $799K in Q1 2025.
  • 1,288 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.