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Forum Financial Management’s Exelon EXC Stock Holding History

Forum Financial Management’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 		$344K Sell
7,373
-15
-0.2% -$694 ﹤0.01% 257
2026
Q1 		$362K Buy
7,388
+1,292
+21% +$60.1K 0.01% 237
2025
Q4 		$266K Buy
6,096
+649
+12% +$29.6K ﹤0.01% 814
2025
Q3 		$245K Buy
5,447
+35
+0.6% +$1.54K ﹤0.01% 850
2025
Q2 		$235K Buy
5,412
+299
+6% +$13.3K ﹤0.01% 811
2025
Q1 		$236K Buy
+5,113
New +$214K ﹤0.01% 725
2024
Q4 		– Sell
-8,177
Closed -$332K – 945
2024
Q3 		$332K Buy
8,177
+1,154
+16% +$43.4K 0.01% 470
2024
Q2 		$243K Buy
7,023
+161
+2% +$5.94K ﹤0.01% 576
2024
Q1 		$258K Sell
6,862
-322
-4% -$11.5K ﹤0.01% 575
2023
Q4 		$258K Sell
7,184
-2,063
-22% -$79.5K ﹤0.01% 526
2023
Q3 		$349K Sell
9,247
-710
-7% -$28.9K 0.01% 374
2023
Q2 		$406K Buy
9,957
+1,771
+22% +$73.2K 0.01% 340
2023
Q1 		$343K Sell
8,186
-176
-2% -$7.34K 0.01% 361
2022
Q4 		$361K Buy
8,362
+1,196
+17% +$47.3K 0.01% 342
2022
Q3 		$268K Buy
7,166
+50
+0.7% +$2.21K 0.01% 378
2022
Q2 		$322K Buy
7,116
+937
+15% +$44.1K 0.02% 332
2022
Q1 		$294K Sell
6,179
-2,484
-29% -$105K 0.01% 403
2021
Q4 		$357K Buy
+8,663
New +$326K 0.02% 340

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

Forum Financial Management's EXC Position: Q2 2026 in Review

Forum Financial Management reduced its Exelon (EXC) stake by 0.2% in Q2 2026, selling an estimated $694 and leaving 7,373 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Forum Financial Management first reported a position in EXC in Q4 2021 and has held it in 18 quarters since. The position peaked at $406K in Q2 2023. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Forum Financial Management held 7,373 shares of Exelon worth $344K as of Q2 2026.
  • Forum Financial Management sold 15 Exelon shares in Q2 2026, an estimated $694.
  • Exelon made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #257 holding.
  • Forum Financial Management first reported a position in Exelon in Q4 2021 and has held it in 18 quarters since.
  • Forum Financial Management's Exelon position peaked at $406K in Q2 2023.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.