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Kestra Private Wealth Services’s Exelon EXC Stock Holding History

Kestra Private Wealth Services’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 		$680K Buy
14,590
+103
+0.7% +$4.76K 0.01% 1092
2026
Q1 		$710K Sell
14,487
-22,390
-61% -$1.04M 0.01% 1019
2025
Q4 		$1.61M Buy
36,877
+4,244
+13% +$194K 0.02% 621
2025
Q3 		$1.47M Buy
32,633
+16,481
+102% +$724K 0.02% 630
2025
Q2 		$701K Buy
16,152
+1,145
+8% +$51K 0.01% 889
2025
Q1 		$692K Buy
15,007
+1,189
+9% +$49.7K 0.01% 821
2024
Q4 		$520K Sell
13,818
-1,787
-11% -$69.3K 0.01% 903
2024
Q3 		$633K Buy
15,605
+2,676
+21% +$101K 0.01% 788
2024
Q2 		$447K Buy
12,929
+103
+0.8% +$3.8K 0.01% 882
2024
Q1 		$482K Sell
12,826
-1,389
-10% -$49.6K 0.01% 813
2023
Q4 		$510K Buy
14,215
+2,202
+18% +$84.8K 0.01% 720
2023
Q3 		$454K Buy
12,013
+2,764
+30% +$113K 0.01% 703
2023
Q2 		$377K Buy
9,249
+3,352
+57% +$139K 0.01% 733
2023
Q1 		$247K Buy
5,897
+535
+10% +$22.3K 0.01% 845
2022
Q4 		$232K Buy
+5,362
New +$212K 0.01% 745
2022
Q1 		– Sell
-5,996
Closed -$247K – 1012
2021
Q4 		$247K Buy
+5,996
New +$226K 0.01% 839

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

Kestra Private Wealth Services's EXC Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Exelon (EXC) stake by 0.71% in Q2 2026, buying an estimated $4.76K and bringing the position to 14,590 shares worth $680K. The position accounts for 0.01% of the portfolio, ranked #1092.

Kestra Private Wealth Services first reported a position in EXC in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.61M in Q4 2025. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Kestra Private Wealth Services held 14,590 shares of Exelon worth $680K as of Q2 2026.
  • Kestra Private Wealth Services bought 103 Exelon shares in Q2 2026, an estimated $4.76K.
  • Exelon made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1092 holding.
  • Kestra Private Wealth Services first reported a position in Exelon in Q4 2021 and has held it in 16 quarters since.
  • Kestra Private Wealth Services's Exelon position peaked at $1.61M in Q4 2025.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.