Mascoma Wealth Management’s Exelon EXC Stock Holding History

Mascoma 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	$8.77K	Sell	188 -33	-15%	-$1.53K	﹤0.01%	331
2026 Q1	$10.8K	Buy	221 +33	+18%	+$1.53K	﹤0.01%	312
2025 Q4	$8.2K	Hold	188	–	–	﹤0.01%	333
2025 Q3	$8.46K	Hold	188	–	–	﹤0.01%	336
2025 Q2	$8.16K	Hold	188	–	–	﹤0.01%	345
2025 Q1	$8.66K	Sell	188 -121	-39%	-$5.06K	﹤0.01%	350
2024 Q4	$11.6K	Buy	309 +121	+64%	+$4.69K	﹤0.01%	330
2024 Q3	$7.62K	Hold	188	–	–	﹤0.01%	344
2024 Q2	$6.51K	Hold	188	–	–	﹤0.01%	383
2024 Q1	$7.06K	Hold	188	–	–	﹤0.01%	352
2023 Q4	$6.75K	Hold	188	–	–	﹤0.01%	363
2023 Q3	$7.11K	Hold	188	–	–	﹤0.01%	354
2023 Q2	$7.54K	Sell	188 -105	-36%	-$4.34K	﹤0.01%	345
2023 Q1	$12.4K	Hold	293	–	–	﹤0.01%	386
2022 Q4	$12.7K	Hold	293	–	–	﹤0.01%	380
2022 Q3	$11K	Hold	293	–	–	﹤0.01%	387
2022 Q2	$13K	Hold	293	–	–	﹤0.01%	389
2022 Q1	$14K	Sell	293 -118	-29%	-$5K	﹤0.01%	402
2021 Q4	$17K	Sell	411 -3	-0.7%	-$113	0.01%	348
2021 Q3	$14K	Buy	+414	New	+$14.1K	0.01%	319
2021 Q2	–	Sell	-80	Closed	-$2K	–	217
2021 Q1	$2K	Buy	+80	New	+$2.4K	﹤0.01%	415
2019 Q3	–	Sell	-77	Closed	-$3K	–	166
2019 Q2	$3K	Hold	77	–	–	﹤0.01%	320
2019 Q1	$3K	Hold	77	–	–	﹤0.01%	327
2018 Q4	$2K	Hold	77	–	–	﹤0.01%	343
2018 Q3	$2K	Hold	77	–	–	﹤0.01%	365
2018 Q2	$2K	Buy	+77	New	+$2.21K	﹤0.01%	363

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

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

Mascoma Wealth Management reduced its Exelon (EXC) stake by 15% in Q2 2026, selling an estimated $1.53K and leaving 188 shares worth $8.77K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Mascoma Wealth Management first reported a position in EXC in Q2 2018 and has held it in 26 quarters since. The position peaked at $17K in Q4 2021. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Mascoma Wealth Management held 188 shares of Exelon worth $8.77K as of Q2 2026.
Mascoma Wealth Management sold 33 Exelon shares in Q2 2026, an estimated $1.53K.
Exelon made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #331 holding.
Mascoma Wealth Management first reported a position in Exelon in Q2 2018 and has held it in 26 quarters since.
Mascoma Wealth Management's Exelon position peaked at $17K in Q4 2021.
1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.