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Kingswood Wealth Advisors’s Exelon EXC Stock Holding History

Kingswood Wealth Advisors’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 		$332K Sell
7,127
-953
-12% -$44.1K 0.01% 739
2026
Q1 		$396K Buy
8,080
+141
+2% +$6.56K 0.02% 620
2025
Q4 		$346K Buy
7,939
+5
+0.1% +$228 0.02% 632
2025
Q3 		$357K Buy
7,934
+586
+8% +$25.7K 0.02% 568
2025
Q2 		$319K Sell
7,348
-7,597
-51% -$338K 0.03% 549
2025
Q1 		$689K Buy
14,945
+7,505
+101% +$314K 0.06% 324
2024
Q4 		$280K Sell
7,440
-12,529
-63% -$486K 0.02% 631
2024
Q3 		$810K Buy
19,969
+9,023
+82% +$339K 0.06% 341
2024
Q2 		$379K Sell
10,946
-1,643
-13% -$60.6K 0.03% 460
2024
Q1 		$473K Buy
+12,589
New +$450K 0.05% 364
2023
Q4 		– Sell
-15,077
Closed -$570K – 651
2023
Q3 		$570K Buy
+15,077
New +$614K 0.1% 222

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

Kingswood Wealth Advisors's EXC Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Exelon (EXC) stake by 12% in Q2 2026, selling an estimated $44.1K and leaving 7,127 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #739.

Kingswood Wealth Advisors first reported a position in EXC in Q3 2023 and has held it in 11 quarters since. The position peaked at $810K in Q3 2024. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Kingswood Wealth Advisors held 7,127 shares of Exelon worth $332K as of Q2 2026.
  • Kingswood Wealth Advisors sold 953 Exelon shares in Q2 2026, an estimated $44.1K.
  • Exelon made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #739 holding.
  • Kingswood Wealth Advisors first reported a position in Exelon in Q3 2023 and has held it in 11 quarters since.
  • Kingswood Wealth Advisors's Exelon position peaked at $810K in Q3 2024.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.