LFG Wealth Partners’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$851K Buy
17,352
+150
+0.9% +$6.98K 0.51% 60
2025
Q4
$750K Buy
+17,202
New +$785K 0.48% 63

Other funds holding EXC

LFG Wealth Partners's EXC Position: Q1 2026 in Review

LFG Wealth Partners increased its Exelon (EXC) stake by 0.87% in Q1 2026, buying an estimated $6.98K and bringing the position to 17,352 shares worth $851K. The position accounts for 0.51% of the portfolio, ranked #60.

LFG Wealth Partners first reported a position in EXC in Q4 2025 and has held it in 2 quarters since. 1,278 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • LFG Wealth Partners held 17,352 shares of Exelon worth $851K as of Q1 2026.
  • LFG Wealth Partners bought 150 Exelon shares in Q1 2026, an estimated $6.98K.
  • Exelon made up 0.51% of LFG Wealth Partners's portfolio in Q1 2026, its #60 holding.
  • LFG Wealth Partners first reported a position in Exelon in Q4 2025 and has held it in 2 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on LFG Wealth Partners's 13F filing for Q1 2026, filed 11 Jun 2026.