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Fortis Group Advisors’s Exelon EXC Stock Holding History

Fortis Group 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 		$56K Sell
1,202
-157
-12% -$7.26K 0.01% 299
2026
Q1 		$66.6K Hold
1,359
– – 0.01% 292
2025
Q4 		$59.2K Hold
1,359
– – 0.01% 295
2025
Q3 		$61.2K Buy
1,359
+527
+63% +$23.1K 0.01% 251
2025
Q2 		$36.1K Hold
832
– – 0.01% 259
2025
Q1 		$38.3K Hold
832
– – 0.01% 226
2024
Q4 		$31.3K Hold
832
– – 0.01% 235
2024
Q3 		$33.7K Hold
832
– – 0.01% 224
2024
Q2 		$28.8K Hold
832
– – 0.01% 228
2024
Q1 		$31.3K Sell
832
-832
-50% -$29.7K 0.01% 245
2023
Q4 		$59.7K Buy
1,664
+832
+100% +$32K 0.01% 168
2023
Q3 		$31.4K Buy
+832
New +$33.9K 0.01% 156
2020
Q3 		$29K Buy
+1,166
New +$30.9K 0.01% 230

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

Fortis Group Advisors's EXC Position: Q2 2026 in Review

Fortis Group Advisors reduced its Exelon (EXC) stake by 12% in Q2 2026, selling an estimated $7.26K and leaving 1,202 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #299.

Fortis Group Advisors first reported a position in EXC in Q3 2020 and has held it in 13 quarters since. The position peaked at $66.6K in Q1 2026. 1,287 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Fortis Group Advisors held 1,202 shares of Exelon worth $56K as of Q2 2026.
  • Fortis Group Advisors sold 157 Exelon shares in Q2 2026, an estimated $7.26K.
  • Exelon made up 0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #299 holding.
  • Fortis Group Advisors first reported a position in Exelon in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's Exelon position peaked at $66.6K in Q1 2026.
  • 1,287 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.