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Guardian Wealth Advisors (North Carolina)’s Exelon EXC Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$213K Buy
4,574
+55
+1% +$2.54K 0.01% 368
2026
Q1 		$222K Buy
+4,519
New +$210K 0.01% 332
2025
Q4 		– Sell
-4,527
Closed -$204K – 375
2025
Q3 		$204K Buy
+4,527
New +$199K 0.01% 346
2025
Q2 		– Sell
-4,474
Closed -$206K – 554
2025
Q1 		$206K Buy
+4,474
New +$187K 0.02% 311

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Guardian Wealth Advisors (North Carolina)'s EXC Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Exelon (EXC) stake by 1.2% in Q2 2026, buying an estimated $2.54K and bringing the position to 4,574 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #368.

Guardian Wealth Advisors (North Carolina) first reported a position in EXC in Q1 2025 and has held it in 4 quarters since. The position peaked at $222K in Q1 2026. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 4,574 shares of Exelon worth $213K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 55 Exelon shares in Q2 2026, an estimated $2.54K.
  • Exelon made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #368 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Exelon in Q1 2025 and has held it in 4 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Exelon position peaked at $222K in Q1 2026.
  • 1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.