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Legacy Wealth Management (Idaho)’s Exelon EXC Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-120
Closed -$5.88K – 435
2026
Q1 		$5.88K Buy
+120
New +$5.58K ﹤0.01% 584

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Legacy Wealth Management (Idaho)'s EXC Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Exelon (EXC) in Q2 2026, closing a stake of 120 shares — an estimated $5.88K sold.

Legacy Wealth Management (Idaho) first reported a position in EXC in Q1 2026 and held it in 1 quarter. The position peaked at $5.88K in Q1 2026. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 120 Exelon shares in Q2 2026, an estimated $5.88K.
  • Legacy Wealth Management (Idaho) first reported a position in Exelon in Q1 2026 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Exelon position peaked at $5.88K in Q1 2026.
  • 1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.