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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Focus Partners Wealth reduced its Exelon (EXC) stake by 71% in Q1 2026, selling an estimated $13.6M and leaving 121,243 shares worth $5.91M. The position accounts for 0.01% of the portfolio, ranked #879.

Focus Partners Wealth first reported a position in EXC in Q2 2024 and has held it in 8 quarters since. The position peaked at $18M in Q4 2025. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Focus Partners Wealth held 121,243 shares of Exelon worth $5.91M as of Q1 2026.
  • Focus Partners Wealth sold 292,773 Exelon shares in Q1 2026, an estimated $13.6M.
  • Exelon made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #879 holding.
  • Focus Partners Wealth first reported a position in Exelon in Q2 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's Exelon position peaked at $18M in Q4 2025.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.