GFG
EXC icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Goldstone Financial Group's EXC Position: Q1 2026 in Review

Goldstone Financial Group increased its Exelon (EXC) stake by 0.91% in Q1 2026, buying an estimated $3.72K and bringing the position to 8,825 shares worth $433K. The position accounts for 0.05% of the portfolio, ranked #177.

Goldstone Financial Group first reported a position in EXC in Q2 2024 and has held it in 8 quarters since. The position peaked at $494K in Q3 2024. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Goldstone Financial Group held 8,825 shares of Exelon worth $433K as of Q1 2026.
  • Goldstone Financial Group bought 80 Exelon shares in Q1 2026, an estimated $3.72K.
  • Exelon made up 0.05% of Goldstone Financial Group's portfolio in Q1 2026, its #177 holding.
  • Goldstone Financial Group first reported a position in Exelon in Q2 2024 and has held it in 8 quarters since.
  • Goldstone Financial Group's Exelon position peaked at $494K in Q3 2024.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.