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IAG Wealth Partners’s Exelon EXC Stock Holding History

IAG Wealth Partners’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 		$2.28K Hold
49
– – ﹤0.01% 459
2026
Q1 		$2.4K Hold
49
– – ﹤0.01% 463
2025
Q4 		$2.14K Hold
49
– – ﹤0.01% 446
2025
Q3 		$2.21K Hold
49
– – ﹤0.01% 465
2025
Q2 		$2.13K Hold
49
– – ﹤0.01% 438
2025
Q1 		$2.26K Hold
49
– – ﹤0.01% 444
2024
Q4 		$1.84K Buy
49
+19
+63% +$737 ﹤0.01% 465
2024
Q3 		$1.22K Buy
+30
New +$1.13K ﹤0.01% 462
2022
Q4 		– Sell
-12
Closed – – 459
2022
Q3 		$0 Buy
+12
New +$531 ﹤0.01% 449

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

IAG Wealth Partners's EXC Position: Q2 2026 in Review

IAG Wealth Partners held its Exelon (EXC) position steady in Q2 2026 at 49 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

IAG Wealth Partners first reported a position in EXC in Q3 2022 and has held it in 9 quarters since. The position peaked at $2.4K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • IAG Wealth Partners held 49 shares of Exelon worth $2.28K as of Q2 2026.
  • IAG Wealth Partners left its Exelon share count unchanged in Q2 2026.
  • Exelon made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #459 holding.
  • IAG Wealth Partners first reported a position in Exelon in Q3 2022 and has held it in 9 quarters since.
  • IAG Wealth Partners's Exelon position peaked at $2.4K in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.