Lineweaver Wealth Advisors’s Exelon EXC Stock Holding History

Lineweaver Wealth 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	$226K	Buy	+4,854	New	+$225K	0.03%	173
2025 Q4	–	Sell	-5,555	Closed	-$250K	–	186
2025 Q3	$250K	Sell	5,555 -40	-0.7%	-$1.76K	0.04%	155
2025 Q2	$243K	Buy	5,595 +1,085	+24%	+$48.3K	0.04%	143
2025 Q1	$208K	Buy	+4,510	New	+$189K	0.04%	138
2022 Q2	–	Sell	-4,214	Closed	-$200K	–	136
2022 Q1	$200K	Sell	4,214 -1,175	-22%	-$49.8K	0.06%	137
2021 Q4	$222K	Buy	+5,389	New	+$203K	0.06%	124

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

Lineweaver Wealth Advisors's EXC Position: Q2 2026 in Review

Lineweaver Wealth Advisors opened a new position in Exelon (EXC) in Q2 2026: 4,854 shares worth $226K. The stake represents 0.03% of the portfolio and ranks #173 among its holdings. This is a return to the name: Lineweaver Wealth Advisors previously reported a position in EXC as recently as Q3 2025.

Lineweaver Wealth Advisors first reported a position in EXC in Q4 2021 and has held it in 6 quarters since. The position peaked at $250K in Q3 2025. 1,288 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Lineweaver Wealth Advisors held 4,854 shares of Exelon worth $226K as of Q2 2026.
Exelon was a new Lineweaver Wealth Advisors position in Q2 2026.
Exelon made up 0.03% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #173 holding.
Lineweaver Wealth Advisors first reported a position in Exelon in Q4 2021 and has held it in 6 quarters since.
Lineweaver Wealth Advisors's Exelon position peaked at $250K in Q3 2025.
1,288 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.