Lido Advisors’s Exelon EXC Stock Holding History

Lido Advisors’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	$2.61M	Sell	56,061 -2,425	-4%	-$112K	0.01%	708
2026 Q1	$2.87M	Buy	58,486 +9,070	+18%	+$422K	0.01%	601
2025 Q4	$2.22M	Buy	49,416 +1,412	+3%	+$64.4K	0.01%	688
2025 Q3	$2.16M	Buy	48,004 +4,484	+10%	+$197K	0.01%	668
2025 Q2	$1.89M	Buy	43,520 +7,541	+21%	+$336K	0.01%	603
2025 Q1	$1.66M	Buy	35,979 +8,409	+31%	+$351K	0.01%	590
2024 Q4	$1.04M	Buy	27,570 +353	+1%	+$13.7K	﹤0.01%	751
2024 Q3	$1.1M	Sell	27,217 -865	-3%	-$32.5K	0.01%	671
2024 Q2	$972K	Buy	28,082 +10,261	+58%	+$379K	0.01%	672
2024 Q1	$670K	Sell	17,821 -5,956	-25%	-$213K	﹤0.01%	793
2023 Q4	$854K	Sell	23,777 -3,889	-14%	-$150K	0.01%	672
2023 Q3	$1.05M	Buy	27,666 +820	+3%	+$33.4K	0.01%	526
2023 Q2	$1.09M	Buy	26,846 +10,297	+62%	+$426K	0.01%	504
2023 Q1	$693K	Buy	16,549 +11,323	+217%	+$472K	0.01%	569
2022 Q4	$226K	Buy	+5,226	New	+$206K	﹤0.01%	870
2022 Q2	–	Sell	-4,216	Closed	-$200K	–	977
2022 Q1	$200K	Sell	4,216 -927	-18%	-$39.3K	﹤0.01%	951
2021 Q4	$211K	Buy	+5,143	New	+$194K	﹤0.01%	944

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Lido Advisors's EXC Position: Q2 2026 in Review

Lido Advisors reduced its Exelon (EXC) stake by 4.1% in Q2 2026, selling an estimated $112K and leaving 56,061 shares worth $2.61M. The position accounts for 0.01% of the portfolio, ranked #708.

Lido Advisors first reported a position in EXC in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.87M in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Lido Advisors held 56,061 shares of Exelon worth $2.61M as of Q2 2026.
Lido Advisors sold 2,425 Exelon shares in Q2 2026, an estimated $112K.
Exelon made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #708 holding.
Lido Advisors first reported a position in Exelon in Q4 2021 and has held it in 17 quarters since.
Lido Advisors's Exelon position peaked at $2.87M in Q1 2026.
1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.