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Integrated Wealth Concepts’s Exelon EXC Stock Holding History

Integrated Wealth Concepts’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 		$654K Sell
14,026
-8,389
-37% -$388K ﹤0.01% 1496
2026
Q1 		$1.1M Buy
+22,415
New +$1.04M 0.01% 1056
2025
Q2 		– Sell
-9,520
Closed -$439K – 1929
2025
Q1 		$439K Sell
9,520
-495
-5% -$20.7K 0.01% 1200
2024
Q4 		$377K Sell
10,015
-157
-2% -$6.09K ﹤0.01% 1253
2024
Q3 		$412K Sell
10,172
-512
-5% -$19.3K 0.01% 1170
2024
Q2 		$370K Sell
10,684
-3,158
-23% -$117K 0.01% 1195
2024
Q1 		$520K Buy
13,842
+281
+2% +$10K 0.01% 1038
2023
Q4 		$487K Sell
13,561
-360
-3% -$13.9K 0.01% 1008
2023
Q3 		$526K Buy
13,921
+582
+4% +$23.7K 0.01% 965
2023
Q2 		$543K Buy
13,339
+977
+8% +$40.4K 0.01% 953
2023
Q1 		$518K Buy
12,362
+2,005
+19% +$83.6K 0.01% 843
2022
Q4 		$448K Buy
10,357
+11
+0.1% +$435 0.01% 686
2022
Q3 		$388K Buy
10,346
+2,697
+35% +$119K 0.01% 665
2022
Q2 		$347K Buy
7,649
+1,728
+29% +$81.2K 0.01% 710
2022
Q1 		$282K Buy
5,921
+923
+18% +$39.1K 0.01% 767
2021
Q4 		$206K Buy
+4,998
New +$188K 0.01% 928

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

Integrated Wealth Concepts's EXC Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Exelon (EXC) stake by 37% in Q2 2026, selling an estimated $388K and leaving 14,026 shares worth $654K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

Integrated Wealth Concepts first reported a position in EXC in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.1M in Q1 2026. 1,291 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Integrated Wealth Concepts held 14,026 shares of Exelon worth $654K as of Q2 2026.
  • Integrated Wealth Concepts sold 8,389 Exelon shares in Q2 2026, an estimated $388K.
  • Exelon made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1496 holding.
  • Integrated Wealth Concepts first reported a position in Exelon in Q4 2021 and has held it in 16 quarters since.
  • Integrated Wealth Concepts's Exelon position peaked at $1.1M in Q1 2026.
  • 1,291 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.