Marietta Wealth Management’s Exelon EXC Stock Holding History

Marietta Wealth Management’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	$233K	Hold	5,000	–	–	0.02%	129
2026 Q1	$245K	Hold	5,000	–	–	0.03%	124
2025 Q4	$218K	Hold	5,000	–	–	0.03%	122
2025 Q3	$225K	Hold	5,000	–	–	0.03%	116
2025 Q2	$217K	Sell	5,000 -41	-0.8%	-$1.82K	0.03%	114
2025 Q1	$232K	Buy	+5,041	New	+$211K	0.03%	106
2024 Q4	–	Sell	-5,000	Closed	-$203K	–	111
2024 Q3	$203K	Buy	+5,000	New	+$188K	0.03%	108

Other funds holding EXC

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Marietta Wealth Management's EXC Position: Q2 2026 in Review

Marietta Wealth Management held its Exelon (EXC) position steady in Q2 2026 at 5,000 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #129.

Marietta Wealth Management first reported a position in EXC in Q3 2024 and has held it in 7 quarters since. The position peaked at $245K in Q1 2026. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Marietta Wealth Management held 5,000 shares of Exelon worth $233K as of Q2 2026.
Marietta Wealth Management left its Exelon share count unchanged in Q2 2026.
Exelon made up 0.02% of Marietta Wealth Management's portfolio in Q2 2026, its #129 holding.
Marietta Wealth Management first reported a position in Exelon in Q3 2024 and has held it in 7 quarters since.
Marietta Wealth Management's Exelon position peaked at $245K in Q1 2026.
1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.