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International Private Wealth Advisors’s Exelon EXC Stock Holding History

International Private Wealth Advisors’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 		$332K Buy
6,774
+862
+15% +$40.1K 0.2% 113
2025
Q4 		$258K Sell
5,912
-106
-2% -$4.84K 0.16% 133
2025
Q3 		$271K Sell
6,018
-694
-10% -$30.5K 0.17% 134
2025
Q2 		$291K Buy
+6,712
New +$299K 0.25% 121
2024
Q2 		– Sell
-7,562
Closed -$284K – 123
2024
Q1 		$284K Buy
+7,562
New +$270K 0.55% 69

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

International Private Wealth Advisors's EXC Position: Q1 2026 in Review

International Private Wealth Advisors increased its Exelon (EXC) stake by 15% in Q1 2026, buying an estimated $40.1K and bringing the position to 6,774 shares worth $332K. The position accounts for 0.2% of the portfolio, ranked #113.

International Private Wealth Advisors first reported a position in EXC in Q1 2024 and has held it in 5 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • International Private Wealth Advisors held 6,774 shares of Exelon worth $332K as of Q1 2026.
  • International Private Wealth Advisors bought 862 Exelon shares in Q1 2026, an estimated $40.1K.
  • Exelon made up 0.2% of International Private Wealth Advisors's portfolio in Q1 2026, its #113 holding.
  • International Private Wealth Advisors first reported a position in Exelon in Q1 2024 and has held it in 5 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.