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Kingsview Wealth Management’s Exelon EXC Stock Holding History

Kingsview Wealth Management’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
2019
Q1 		– Sell
-280
Closed -$1K – 500
2018
Q4 		$1K Buy
+280
New +$8.96K ﹤0.01% 369

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

Kingsview Wealth Management's EXC Position: Q1 2026 in Review

Kingsview Wealth Management increased its Exelon (EXC) stake by 6.9% in Q1 2026, buying an estimated $77.1K and bringing the position to 25,634 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #607.

Kingsview Wealth Management first reported a position in EXC in Q3 2018 and has held it in 28 quarters since. The position peaked at $1.69M in Q4 2021. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Kingsview Wealth Management held 25,634 shares of Exelon worth $1.26M as of Q1 2026.
  • Kingsview Wealth Management bought 1,658 Exelon shares in Q1 2026, an estimated $77.1K.
  • Exelon made up 0.02% of Kingsview Wealth Management's portfolio in Q1 2026, its #607 holding.
  • Kingsview Wealth Management first reported a position in Exelon in Q3 2018 and has held it in 28 quarters since.
  • Kingsview Wealth Management's Exelon position peaked at $1.69M in Q4 2021.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.