Marion Wealth Management’s Exelon EXC Stock Holding History

Marion 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	$255K	Buy	5,463 +6	+0.1%	+$278	0.05%	139
2026 Q1	$267K	Buy	5,457 +6	+0.1%	+$279	0.06%	122
2025 Q4	$240K	Buy	5,451 +6	+0.1%	+$274	0.05%	129
2025 Q3	$245K	Buy	5,445 +6	+0.1%	+$264	0.06%	123
2025 Q2	$236K	Buy	5,439 +6	+0.1%	+$267	0.06%	124
2025 Q1	$250K	Buy	5,433 +6	+0.1%	+$251	0.07%	114
2024 Q4	$204K	Sell	5,427 -154	-3%	-$5.97K	0.05%	127
2024 Q3	$226K	Buy	+5,581	New	+$210K	0.06%	120
2023 Q2	–	Sell	-4,859	Closed	-$204K	–	107
2023 Q1	$204K	Hold	4,859	–	–	0.08%	103
2022 Q4	$210K	Buy	+4,859	New	+$192K	0.09%	100
2022 Q2	–	Sell	-4,282	Closed	-$204K	–	104
2022 Q1	$204K	Sell	4,282 -1,721	-29%	-$72.9K	0.1%	93
2021 Q4	$247K	Buy	+6,003	New	+$226K	0.12%	93

Other funds holding EXC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Marion Wealth Management increased its Exelon (EXC) stake by 0.11% in Q2 2026, buying an estimated $278 and bringing the position to 5,463 shares worth $255K. The position accounts for 0.05% of the portfolio, ranked #139.

Marion Wealth Management first reported a position in EXC in Q4 2021 and has held it in 12 quarters since. The position peaked at $267K in Q1 2026. 176 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Marion Wealth Management held 5,463 shares of Exelon worth $255K as of Q2 2026.
Marion Wealth Management bought 6 Exelon shares in Q2 2026, an estimated $278.
Exelon made up 0.05% of Marion Wealth Management's portfolio in Q2 2026, its #139 holding.
Marion Wealth Management first reported a position in Exelon in Q4 2021 and has held it in 12 quarters since.
Marion Wealth Management's Exelon position peaked at $267K in Q1 2026.
176 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.