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Goldstone Financial Group’s Exelon EXC Stock Holding History

Goldstone Financial Group’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 		$412K Buy
8,831
+6
+0.1% +$278 0.04% 189
2026
Q1 		$433K Buy
8,825
+80
+0.9% +$3.72K 0.05% 177
2025
Q4 		$381K Buy
8,745
+44
+0.5% +$2.01K 0.04% 179
2025
Q3 		$392K Buy
8,701
+52
+0.6% +$2.28K 0.05% 175
2025
Q2 		$373K Buy
8,649
+42
+0.5% +$1.87K 0.05% 172
2025
Q1 		$397K Sell
8,607
-181
-2% -$7.57K 0.06% 147
2024
Q4 		$331K Sell
8,788
-3,402
-28% -$132K 0.05% 157
2024
Q3 		$494K Buy
12,190
+308
+3% +$11.6K 0.09% 119
2024
Q2 		$411K Buy
+11,882
New +$439K 0.08% 121

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

Goldstone Financial Group's EXC Position: Q2 2026 in Review

Goldstone Financial Group increased its Exelon (EXC) stake by 0.07% in Q2 2026, buying an estimated $278 and bringing the position to 8,831 shares worth $412K. The position accounts for 0.04% of the portfolio, ranked #189.

Goldstone Financial Group first reported a position in EXC in Q2 2024 and has held it in 9 quarters since. The position peaked at $494K in Q3 2024. 1,291 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Goldstone Financial Group held 8,831 shares of Exelon worth $412K as of Q2 2026.
  • Goldstone Financial Group bought 6 Exelon shares in Q2 2026, an estimated $278.
  • Exelon made up 0.04% of Goldstone Financial Group's portfolio in Q2 2026, its #189 holding.
  • Goldstone Financial Group first reported a position in Exelon in Q2 2024 and has held it in 9 quarters since.
  • Goldstone Financial Group's Exelon position peaked at $494K in Q3 2024.
  • 1,291 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.