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Foundations Investment Advisors’s Exelon EXC Stock Holding History

Foundations Investment 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 		$590K Buy
12,646
+367
+3% +$17K 0.01% 734
2026
Q1 		$602K Sell
12,279
-1,384
-10% -$64.4K 0.01% 661
2025
Q4 		$596K Sell
13,663
-818
-6% -$37.3K 0.01% 652
2025
Q3 		$652K Sell
14,481
-10,883
-43% -$478K 0.01% 589
2025
Q2 		$1.1M Buy
25,364
+8,936
+54% +$398K 0.02% 412
2025
Q1 		$757K Buy
16,428
+9,598
+141% +$401K 0.01% 470
2024
Q4 		$257K Sell
6,830
-703
-9% -$27.3K 0.01% 702
2024
Q3 		$305K Buy
7,533
+255
+4% +$9.59K 0.01% 630
2024
Q2 		$252K Buy
+7,278
New +$269K 0.01% 647
2023
Q4 		– Sell
-6,516
Closed -$246K – 683
2023
Q3 		$246K Sell
6,516
-83
-1% -$3.38K 0.01% 556
2023
Q2 		$269K Buy
6,599
+975
+17% +$40.3K 0.01% 490
2023
Q1 		$236K Buy
5,624
+622
+12% +$25.9K 0.01% 444
2022
Q4 		$216K Buy
+5,002
New +$198K 0.01% 398

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Foundations Investment Advisors's EXC Position: Q2 2026 in Review

Foundations Investment Advisors increased its Exelon (EXC) stake by 3% in Q2 2026, buying an estimated $17K and bringing the position to 12,646 shares worth $590K. The position accounts for 0.01% of the portfolio, ranked #734.

Foundations Investment Advisors first reported a position in EXC in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.1M in Q2 2025. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Foundations Investment Advisors held 12,646 shares of Exelon worth $590K as of Q2 2026.
  • Foundations Investment Advisors bought 367 Exelon shares in Q2 2026, an estimated $17K.
  • Exelon made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #734 holding.
  • Foundations Investment Advisors first reported a position in Exelon in Q4 2022 and has held it in 13 quarters since.
  • Foundations Investment Advisors's Exelon position peaked at $1.1M in Q2 2025.
  • 1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.