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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 $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

Kingsview Wealth Management's EXC Position: Q2 2026 in Review

Kingsview Wealth Management increased its Exelon (EXC) stake by 3.5% in Q2 2026, buying an estimated $41.1K and bringing the position to 26,523 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #694.

Kingsview Wealth Management first reported a position in EXC in Q3 2018 and has held it in 29 quarters since. The position peaked at $1.69M in Q4 2021. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Kingsview Wealth Management held 26,523 shares of Exelon worth $1.24M as of Q2 2026.
  • Kingsview Wealth Management bought 889 Exelon shares in Q2 2026, an estimated $41.1K.
  • Exelon made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #694 holding.
  • Kingsview Wealth Management first reported a position in Exelon in Q3 2018 and has held it in 29 quarters since.
  • Kingsview Wealth Management's Exelon position peaked at $1.69M in Q4 2021.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.