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Garton & Associates Financial Advisors’s Exelon EXC Stock Holding History

Garton & Associates Financial 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 		$1.35M Sell
28,909
-4,375
-13% -$202K 3.05% 16
2026
Q1 		$1.63M Sell
33,284
-7,048
-17% -$328K 1.33% 23
2025
Q4 		$1.76M Buy
+40,332
New +$1.84M 0.98% 25

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

Garton & Associates Financial Advisors's EXC Position: Q2 2026 in Review

Garton & Associates Financial Advisors reduced its Exelon (EXC) stake by 13% in Q2 2026, selling an estimated $202K and leaving 28,909 shares worth $1.35M. The position accounts for 3.05% of the portfolio, ranked #16.

Garton & Associates Financial Advisors first reported a position in EXC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.76M in Q4 2025. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Garton & Associates Financial Advisors held 28,909 shares of Exelon worth $1.35M as of Q2 2026.
  • Garton & Associates Financial Advisors sold 4,375 Exelon shares in Q2 2026, an estimated $202K.
  • Exelon made up 3.05% of Garton & Associates Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • Garton & Associates Financial Advisors first reported a position in Exelon in Q4 2025 and has held it in 3 quarters since.
  • Garton & Associates Financial Advisors's Exelon position peaked at $1.76M in Q4 2025.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.