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High Note Wealth’s Exelon EXC Stock Holding History

High Note Wealth’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 		$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

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

High Note Wealth's EXC Position: Q1 2026 in Review

High Note Wealth increased its Exelon (EXC) stake by 9.8% in Q1 2026, buying an estimated $744 and bringing the position to 179 shares worth $8.78K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

High Note Wealth first reported a position in EXC in Q4 2024 and has held it in 6 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • High Note Wealth held 179 shares of Exelon worth $8.78K as of Q1 2026.
  • High Note Wealth bought 16 Exelon shares in Q1 2026, an estimated $744.
  • Exelon made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #403 holding.
  • High Note Wealth first reported a position in Exelon in Q4 2024 and has held it in 6 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.