JSW
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Journey Strategic Wealth’s Exelon EXC Stock Holding History

Journey Strategic Wealth’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 		$562K Buy
11,472
+1,744
+18% +$81.1K 0.01% 314
2025
Q4 		$424K Buy
9,728
+87
+0.9% +$3.97K 0.01% 356
2025
Q3 		$434K Sell
9,641
-947
-9% -$41.6K 0.01% 336
2025
Q2 		$460K Buy
+10,588
New +$471K 0.01% 309

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

Journey Strategic Wealth's EXC Position: Q1 2026 in Review

Journey Strategic Wealth increased its Exelon (EXC) stake by 18% in Q1 2026, buying an estimated $81.1K and bringing the position to 11,472 shares worth $562K. The position accounts for 0.01% of the portfolio, ranked #314.

Journey Strategic Wealth first reported a position in EXC in Q2 2025 and has held it in 4 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Journey Strategic Wealth held 11,472 shares of Exelon worth $562K as of Q1 2026.
  • Journey Strategic Wealth bought 1,744 Exelon shares in Q1 2026, an estimated $81.1K.
  • Exelon made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #314 holding.
  • Journey Strategic Wealth first reported a position in Exelon in Q2 2025 and has held it in 4 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.