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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
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 $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

IAG Wealth Partners's EXC Position: Q1 2026 in Review

IAG Wealth Partners held its Exelon (EXC) position steady in Q1 2026 at 49 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

IAG Wealth Partners first reported a position in EXC in Q3 2022 and has held it in 8 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • IAG Wealth Partners held 49 shares of Exelon worth $2.4K as of Q1 2026.
  • IAG Wealth Partners left its Exelon share count unchanged in Q1 2026.
  • Exelon made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #463 holding.
  • IAG Wealth Partners first reported a position in Exelon in Q3 2022 and has held it in 8 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.