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LFG Wealth Partners’s Exelon EXC Stock Holding History

LFG Wealth Partners’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 		$1M Buy
21,476
+4,124
+24% +$191K 0.47% 61
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

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

LFG Wealth Partners's EXC Position: Q2 2026 in Review

LFG Wealth Partners increased its Exelon (EXC) stake by 24% in Q2 2026, buying an estimated $191K and bringing the position to 21,476 shares worth $1M. The position accounts for 0.47% of the portfolio, ranked #61.

LFG Wealth Partners first reported a position in EXC in Q4 2025 and has held it in 3 quarters since. 1,291 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • LFG Wealth Partners held 21,476 shares of Exelon worth $1M as of Q2 2026.
  • LFG Wealth Partners bought 4,124 Exelon shares in Q2 2026, an estimated $191K.
  • Exelon made up 0.47% of LFG Wealth Partners's portfolio in Q2 2026, its #61 holding.
  • LFG Wealth Partners first reported a position in Exelon in Q4 2025 and has held it in 3 quarters since.
  • 1,291 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on LFG Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.