High Point Wealth Management’s Exelon EXC Stock Holding History

High Point Wealth Management’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	$199K	Buy	4,267 +7	+0.2%	+$324	0.16%	89
2026 Q1	$209K	Buy	4,260 +6	+0.1%	+$279	0.2%	84
2025 Q4	$185K	Buy	+4,254	New	+$194K	0.17%	91

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

High Point Wealth Management's EXC Position: Q2 2026 in Review

High Point Wealth Management increased its Exelon (EXC) stake by 0.16% in Q2 2026, buying an estimated $324 and bringing the position to 4,267 shares worth $199K. The position accounts for 0.16% of the portfolio, ranked #89.

High Point Wealth Management first reported a position in EXC in Q4 2025 and has held it in 3 quarters since. The position peaked at $209K in Q1 2026. 758 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

High Point Wealth Management held 4,267 shares of Exelon worth $199K as of Q2 2026.
High Point Wealth Management bought 7 Exelon shares in Q2 2026, an estimated $324.
Exelon made up 0.16% of High Point Wealth Management's portfolio in Q2 2026, its #89 holding.
High Point Wealth Management first reported a position in Exelon in Q4 2025 and has held it in 3 quarters since.
High Point Wealth Management's Exelon position peaked at $209K in Q1 2026.
758 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.