Heritage Wealth Advisors’s Exelon EXC Stock Holding History

Heritage Wealth Advisors’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	$31.1K	Hold	667	–	–	﹤0.01%	388
2026 Q1	$32.7K	Buy	667 +312	+88%	+$14.5K	﹤0.01%	382
2025 Q4	$15.5K	Hold	355	–	–	﹤0.01%	426
2025 Q3	$16K	Hold	355	–	–	﹤0.01%	396
2025 Q2	$15.4K	Hold	355	–	–	﹤0.01%	397
2025 Q1	$16.4K	Hold	355	–	–	﹤0.01%	388
2024 Q4	$13.4K	Buy	355 +155	+78%	+$6.01K	﹤0.01%	421
2024 Q3	$8.11K	Hold	200	–	–	﹤0.01%	451
2024 Q2	$6.92K	Hold	200	–	–	﹤0.01%	437
2024 Q1	$7.51K	Sell	200 -400	-67%	-$14.3K	﹤0.01%	449
2023 Q4	$21.5K	Buy	600 +400	+200%	+$15.4K	﹤0.01%	407
2023 Q3	$7.56K	Hold	200	–	–	﹤0.01%	423
2023 Q2	$8.15K	Buy	+200	New	+$8.27K	﹤0.01%	444
2021 Q1	–	Sell	-280	Closed	-$8K	–	573
2020 Q4	$8K	Hold	280	–	–	﹤0.01%	467
2020 Q3	$7.15K	Hold	280	–	–	﹤0.01%	409
2020 Q2	$7.26K	Hold	280	–	–	﹤0.01%	391
2020 Q1	$7.36K	Sell	280 -1,215	-81%	-$38.2K	﹤0.01%	386
2019 Q4	$48.6K	Hold	1,495	–	–	0.01%	305
2019 Q3	$51K	Hold	1,495	–	–	0.01%	273
2019 Q2	$51.1K	Hold	1,495	–	–	0.01%	254
2019 Q1	$53.4K	Buy	1,495 +1,215	+434%	+$41.4K	0.01%	221
2018 Q4	$9K	Hold	280	–	–	﹤0.01%	312
2018 Q3	$8K	Buy	+280	New	+$8.62K	﹤0.01%	315

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Heritage Wealth Advisors's EXC Position: Q2 2026 in Review

Heritage Wealth Advisors held its Exelon (EXC) position steady in Q2 2026 at 667 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Heritage Wealth Advisors first reported a position in EXC in Q3 2018 and has held it in 23 quarters since. The position peaked at $53.4K in Q1 2019. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Heritage Wealth Advisors held 667 shares of Exelon worth $31.1K as of Q2 2026.
Heritage Wealth Advisors left its Exelon share count unchanged in Q2 2026.
Exelon made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #388 holding.
Heritage Wealth Advisors first reported a position in Exelon in Q3 2018 and has held it in 23 quarters since.
Heritage Wealth Advisors's Exelon position peaked at $53.4K in Q1 2019.
1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.