Focus Partners Wealth
EXC icon

Focus Partners Wealth’s Exelon EXC Stock Holding History

Focus Partners Wealth’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 		$6.13M Buy
131,391
+10,148
+8% +$469K 0.01% 872
2026
Q1 		$5.91M Sell
121,243
-292,773
-71% -$13.6M 0.01% 879
2025
Q4 		$18M Buy
414,016
+29,701
+8% +$1.36M 0.02% 514
2025
Q3 		$17.4M Buy
384,315
+342,915
+828% +$15.1M 0.03% 425
2025
Q2 		$1.8M Buy
41,400
+1,569
+4% +$69.9K ﹤0.01% 933
2025
Q1 		$1.84M Sell
39,831
-620
-2% -$25.9K ﹤0.01% 868
2024
Q4 		$1.52M Buy
40,451
+11,156
+38% +$433K ﹤0.01% 922
2024
Q3 		$1.19M Buy
29,295
+22,857
+355% +$859K ﹤0.01% 896
2024
Q2 		$223K Buy
+6,438
New +$238K ﹤0.01% 1137

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 Wealth's EXC Position: Q2 2026 in Review

Focus Partners Wealth increased its Exelon (EXC) stake by 8.4% in Q2 2026, buying an estimated $469K and bringing the position to 131,391 shares worth $6.13M. The position accounts for 0.01% of the portfolio, ranked #872.

Focus Partners Wealth first reported a position in EXC in Q2 2024 and has held it in 9 quarters since. The position peaked at $18M in Q4 2025. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Focus Partners Wealth held 131,391 shares of Exelon worth $6.13M as of Q2 2026.
  • Focus Partners Wealth bought 10,148 Exelon shares in Q2 2026, an estimated $469K.
  • Exelon made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #872 holding.
  • Focus Partners Wealth first reported a position in Exelon in Q2 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's Exelon position peaked at $18M in Q4 2025.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.