FSM Wealth Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Other funds holding EXC
FSM Wealth Advisors's EXC Position: Q2 2026 in Review
FSM Wealth Advisors increased its Exelon (EXC) stake by 2.5% in Q2 2026, buying an estimated $5.55K and bringing the position to 4,955 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #314.
FSM Wealth Advisors first reported a position in EXC in Q3 2025 and has held it in 4 quarters since. The position peaked at $237K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.
- FSM Wealth Advisors held 4,955 shares of Exelon worth $231K as of Q2 2026.
- FSM Wealth Advisors bought 120 Exelon shares in Q2 2026, an estimated $5.55K.
- Exelon made up 0.02% of FSM Wealth Advisors's portfolio in Q2 2026, its #314 holding.
- FSM Wealth Advisors first reported a position in Exelon in Q3 2025 and has held it in 4 quarters since.
- FSM Wealth Advisors's Exelon position peaked at $237K in Q1 2026.
- 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.
Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.