IWM
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IMG Wealth Management’s Exelon EXC Stock Holding History

IMG 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 		$2.89K Buy
62
+1
+2% +$46 ﹤0.01% 447
2026
Q1 		$2.99K Sell
61
-167
-73% -$7.77K ﹤0.01% 414
2025
Q4 		$9.94K Hold
228
– – 0.01% 318
2025
Q3 		$10.3K Hold
228
– – 0.01% 265
2025
Q2 		$9.9K Buy
+228
New +$10.2K 0.01% 264

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

IMG Wealth Management's EXC Position: Q2 2026 in Review

IMG Wealth Management increased its Exelon (EXC) stake by 1.6% in Q2 2026, buying an estimated $46 and bringing the position to 62 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

IMG Wealth Management first reported a position in EXC in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.3K in Q3 2025. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • IMG Wealth Management held 62 shares of Exelon worth $2.89K as of Q2 2026.
  • IMG Wealth Management bought 1 Exelon share in Q2 2026, an estimated $46.
  • Exelon made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #447 holding.
  • IMG Wealth Management first reported a position in Exelon in Q2 2025 and has held it in 5 quarters since.
  • IMG Wealth Management's Exelon position peaked at $10.3K in Q3 2025.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.