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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
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 $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

Guardian Wealth Advisors (North Carolina)'s EXC Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Exelon (EXC) in Q1 2026: 4,519 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #332 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in EXC as recently as Q3 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in EXC in Q1 2025 and has held it in 3 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 4,519 shares of Exelon worth $222K as of Q1 2026.
  • Exelon was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • Exelon made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #332 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Exelon in Q1 2025 and has held it in 3 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.