Global Financial Private Client’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Other funds holding EXC
Global Financial Private Client's EXC Position: Q2 2026 in Review
Global Financial Private Client increased its Exelon (EXC) stake by 2.5% in Q2 2026, buying an estimated $24.1K and bringing the position to 21,401 shares worth $998K. The position accounts for 0.27% of the portfolio, ranked #108.
Global Financial Private Client first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q1 2026. 1,288 funds tracked by Wall St. Rank hold EXC as of Q2 2026.
- Global Financial Private Client held 21,401 shares of Exelon worth $998K as of Q2 2026.
- Global Financial Private Client bought 521 Exelon shares in Q2 2026, an estimated $24.1K.
- Exelon made up 0.27% of Global Financial Private Client's portfolio in Q2 2026, its #108 holding.
- Global Financial Private Client first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
- Global Financial Private Client's Exelon position peaked at $1.02M in Q1 2026.
- 1,288 funds tracked by Wall St. Rank held Exelon as of Q2 2026.
Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.