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Laurel Oak Wealth Management’s Exelon EXC Stock Holding History

Laurel Oak 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
2026
Q2 		$514K Sell
11,033
-33
-0.3% -$1.53K 0.07% 193
2026
Q1 		$542K Sell
11,066
-129
-1% -$6K 0.09% 179
2025
Q4 		$488K Buy
+11,195
New +$511K 0.08% 188

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

Laurel Oak Wealth Management's EXC Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Exelon (EXC) stake by 0.3% in Q2 2026, selling an estimated $1.53K and leaving 11,033 shares worth $514K. The position accounts for 0.07% of the portfolio, ranked #193.

Laurel Oak Wealth Management first reported a position in EXC in Q4 2025 and has held it in 3 quarters since. The position peaked at $542K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Laurel Oak Wealth Management held 11,033 shares of Exelon worth $514K as of Q2 2026.
  • Laurel Oak Wealth Management sold 33 Exelon shares in Q2 2026, an estimated $1.53K.
  • Exelon made up 0.07% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #193 holding.
  • Laurel Oak Wealth Management first reported a position in Exelon in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Exelon position peaked at $542K in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.