International Private Wealth Advisors’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$316K Buy
6,776
+2
+0% +$93 0.16% 128
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

International Private Wealth Advisors's EXC Position: Q2 2026 in Review

International Private Wealth Advisors increased its Exelon (EXC) stake by 0.03% in Q2 2026, buying an estimated $93 and bringing the position to 6,776 shares worth $316K. The position accounts for 0.16% of the portfolio, ranked #128.

International Private Wealth Advisors first reported a position in EXC in Q1 2024 and has held it in 6 quarters since. The position peaked at $332K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • International Private Wealth Advisors held 6,776 shares of Exelon worth $316K as of Q2 2026.
  • International Private Wealth Advisors bought 2 Exelon shares in Q2 2026, an estimated $93.
  • Exelon made up 0.16% of International Private Wealth Advisors's portfolio in Q2 2026, its #128 holding.
  • International Private Wealth Advisors first reported a position in Exelon in Q1 2024 and has held it in 6 quarters since.
  • International Private Wealth Advisors's Exelon position peaked at $332K in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.