Lake Street Private Wealth’s Exelon EXC Stock Holding History

Lake Street Private Wealth’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	$206K	Hold	4,414	–	–	0.02%	270
2026 Q1	$216K	Buy	+4,414	New	+$205K	0.03%	248
2025 Q2	–	Sell	-4,414	Closed	-$203K	–	265
2025 Q1	$203K	Buy	+4,414	New	+$185K	0.03%	238
2023 Q1	–	Sell	-4,971	Closed	-$214K	–	290
2022 Q4	$214K	Buy	+4,971	New	+$196K	0.04%	258
2022 Q3	–	Sell	-5,084	Closed	-$230K	–	293
2022 Q2	$230K	Hold	5,084	–	–	0.05%	259
2022 Q1	$242K	Sell	5,084 -1,104	-18%	-$46.8K	0.04%	281
2021 Q4	$255K	Hold	6,188	–	–	0.04%	281
2021 Q3	$213K	Buy	+6,188	New	+$211K	0.05%	220
2020 Q1	–	Sell	-6,188	Closed	-$201K	–	149
2019 Q4	$201K	Sell	6,188 -3,583	-37%	-$116K	0.08%	159
2019 Q3	$337K	Buy	9,771 +50	+0.5%	+$1.68K	0.15%	121
2019 Q2	$332K	Buy	9,721 +3,533	+57%	+$125K	0.2%	97
2019 Q1	$221K	Buy	+6,188	New	+$211K	0.15%	96

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Lake Street Private Wealth's EXC Position: Q2 2026 in Review

Lake Street Private Wealth held its Exelon (EXC) position steady in Q2 2026 at 4,414 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #270.

Lake Street Private Wealth first reported a position in EXC in Q1 2019 and has held it in 12 quarters since. The position peaked at $337K in Q3 2019. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Lake Street Private Wealth held 4,414 shares of Exelon worth $206K as of Q2 2026.
Lake Street Private Wealth left its Exelon share count unchanged in Q2 2026.
Exelon made up 0.02% of Lake Street Private Wealth's portfolio in Q2 2026, its #270 holding.
Lake Street Private Wealth first reported a position in Exelon in Q1 2019 and has held it in 12 quarters since.
Lake Street Private Wealth's Exelon position peaked at $337K in Q3 2019.
1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.