FORM Wealth Advisors’s Exelon EXC Stock Holding History

FORM Wealth Advisors’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	$208K	Buy	4,452 +1	+0%	+$46	0.02%	59
2026 Q1	$218K	Buy	+4,451	New	+$207K	0.03%	56
2025 Q2	–	Sell	-4,449	Closed	-$205K	–	66
2025 Q1	$205K	Buy	+4,449	New	+$186K	0.03%	61

Other funds holding EXC

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

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

FORM Wealth Advisors's EXC Position: Q2 2026 in Review

FORM Wealth Advisors increased its Exelon (EXC) stake by 0.02% in Q2 2026, buying an estimated $46 and bringing the position to 4,452 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #59.

FORM Wealth Advisors first reported a position in EXC in Q1 2025 and has held it in 3 quarters since. The position peaked at $218K in Q1 2026. 285 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

FORM Wealth Advisors held 4,452 shares of Exelon worth $208K as of Q2 2026.
FORM Wealth Advisors bought 1 Exelon share in Q2 2026, an estimated $46.
Exelon made up 0.02% of FORM Wealth Advisors's portfolio in Q2 2026, its #59 holding.
FORM Wealth Advisors first reported a position in Exelon in Q1 2025 and has held it in 3 quarters since.
FORM Wealth Advisors's Exelon position peaked at $218K in Q1 2026.
285 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.