Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15.2K Buy
326
+147
+82% +$6.8K ﹤0.01% 325
2026
Q1
$8.78K Buy
179
+16
+10% +$744 ﹤0.01% 403
2025
Q4
$7.11K Hold
163
﹤0.01% 401
2025
Q3
$7.34K Hold
163
﹤0.01% 360
2025
Q2
$7.08K Buy
163
+21
+15% +$935 ﹤0.01% 340
2025
Q1
$6.54K Buy
142
+5
+4% +$209 ﹤0.01% 352
2024
Q4
$5.16K Buy
+137
New +$5.32K ﹤0.01% 420

Other funds holding EXC

High Note Wealth's EXC Position: Q2 2026 in Review

High Note Wealth increased its Exelon (EXC) stake by 82% in Q2 2026, buying an estimated $6.8K and bringing the position to 326 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

High Note Wealth first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • High Note Wealth held 326 shares of Exelon worth $15.2K as of Q2 2026.
  • High Note Wealth bought 147 Exelon shares in Q2 2026, an estimated $6.8K.
  • Exelon made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #325 holding.
  • High Note Wealth first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.