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Leo Wealth LLC’s Exelon EXC Stock Holding History

Leo Wealth LLC’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
Q1 		$1.88M Buy
38,416
+2,960
+8% +$138K 0.14% 125
2025
Q4 		$1.55M Buy
35,456
+3,044
+9% +$139K 0.11% 145
2025
Q3 		$1.46M Buy
32,412
+916
+3% +$40.2K 0.19% 98
2025
Q2 		$1.37M Buy
+31,496
New +$1.4M 0.11% 149

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Leo Wealth LLC's EXC Position: Q1 2026 in Review

Leo Wealth LLC increased its Exelon (EXC) stake by 8.3% in Q1 2026, buying an estimated $138K and bringing the position to 38,416 shares worth $1.88M. The position accounts for 0.14% of the portfolio, ranked #125.

Leo Wealth LLC first reported a position in EXC in Q2 2025 and has held it in 4 quarters since. 1,284 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Leo Wealth LLC held 38,416 shares of Exelon worth $1.88M as of Q1 2026.
  • Leo Wealth LLC bought 2,960 Exelon shares in Q1 2026, an estimated $138K.
  • Exelon made up 0.14% of Leo Wealth LLC's portfolio in Q1 2026, its #125 holding.
  • Leo Wealth LLC first reported a position in Exelon in Q2 2025 and has held it in 4 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.