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Independent Financial Group’s Exelon EXC Stock Holding History

Independent Financial Group’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 		$619K Sell
13,283
-190
-1% -$8.79K 0.01% 891
2026
Q1 		$660K Buy
13,473
+132
+1% +$6.14K 0.01% 792
2025
Q4 		$582K Buy
13,341
+515
+4% +$23.5K 0.01% 829
2025
Q3 		$577K Sell
12,826
-4
-0% -$176 0.01% 784
2025
Q2 		$557K Sell
12,830
-6,796
-35% -$303K 0.02% 732
2025
Q1 		$904K Buy
19,626
+12,671
+182% +$530K 0.03% 510
2024
Q4 		$262K Sell
6,955
-425
-6% -$16.5K 0.01% 952
2024
Q3 		$299K Buy
7,380
+110
+2% +$4.14K 0.01% 885
2024
Q2 		$252K Hold
7,270
– – 0.01% 917
2024
Q1 		$273K Sell
7,270
-1,313
-15% -$46.9K 0.01% 828
2023
Q4 		$308K Buy
8,583
+1,270
+17% +$48.9K 0.02% 713
2023
Q3 		$276K Buy
7,313
+472
+7% +$19.2K 0.02% 693
2023
Q2 		$279K Sell
6,841
-100
-1% -$4.13K 0.02% 667
2023
Q1 		$291K Buy
6,941
+247
+4% +$10.3K 0.02% 616
2022
Q4 		$289K Hold
6,694
– – 0.02% 570
2022
Q3 		$251K Buy
+6,694
New +$296K 0.02% 593
2022
Q1 		– Sell
-5,183
Closed -$214K – 796
2021
Q4 		$214K Buy
+5,183
New +$195K 0.02% 709

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

Independent Financial Group's EXC Position: Q2 2026 in Review

Independent Financial Group reduced its Exelon (EXC) stake by 1.4% in Q2 2026, selling an estimated $8.79K and leaving 13,283 shares worth $619K. The position accounts for 0.01% of the portfolio, ranked #891.

Independent Financial Group first reported a position in EXC in Q4 2021 and has held it in 17 quarters since. The position peaked at $904K in Q1 2025. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Independent Financial Group held 13,283 shares of Exelon worth $619K as of Q2 2026.
  • Independent Financial Group sold 190 Exelon shares in Q2 2026, an estimated $8.79K.
  • Exelon made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #891 holding.
  • Independent Financial Group first reported a position in Exelon in Q4 2021 and has held it in 17 quarters since.
  • Independent Financial Group's Exelon position peaked at $904K in Q1 2025.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.