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Kingdom Financial Group’s Exelon EXC Stock Holding History

Kingdom Financial Group’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 		$611K Sell
13,106
-663
-5% -$30.7K 0.16% 67
2026
Q1 		$675K Sell
13,769
-28
-0.2% -$1.3K 0.19% 55
2025
Q4 		$601K Buy
13,797
+9,130
+196% +$417K 0.19% 60
2025
Q3 		$210K Buy
+4,667
New +$205K 0.13% 70

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

Kingdom Financial Group's EXC Position: Q2 2026 in Review

Kingdom Financial Group reduced its Exelon (EXC) stake by 4.8% in Q2 2026, selling an estimated $30.7K and leaving 13,106 shares worth $611K. The position accounts for 0.16% of the portfolio, ranked #67.

Kingdom Financial Group first reported a position in EXC in Q3 2025 and has held it in 4 quarters since. The position peaked at $675K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Kingdom Financial Group held 13,106 shares of Exelon worth $611K as of Q2 2026.
  • Kingdom Financial Group sold 663 Exelon shares in Q2 2026, an estimated $30.7K.
  • Exelon made up 0.16% of Kingdom Financial Group's portfolio in Q2 2026, its #67 holding.
  • Kingdom Financial Group first reported a position in Exelon in Q3 2025 and has held it in 4 quarters since.
  • Kingdom Financial Group's Exelon position peaked at $675K in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.