Measured Wealth Private Client Group’s Exelon EXC Stock Holding History

Measured Wealth Private Client Group’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	$239K	Sell	5,120 -23,320	-82%	-$1.08M	0.06%	181
2026 Q1	$1.39M	Buy	28,440 +479	+2%	+$22.3K	0.38%	37
2025 Q4	$1.22M	Buy	27,961 +4,025	+17%	+$184K	0.32%	40
2025 Q3	$1.08M	Buy	23,936 +2,267	+10%	+$99.6K	0.29%	45
2025 Q2	$941K	Buy	+21,669	New	+$965K	0.28%	49
2019 Q4	–	Sell	-6,490	Closed	-$224K	–	116
2019 Q3	$224K	Sell	6,490 -3,576	-36%	-$120K	0.14%	109
2019 Q2	$344K	Sell	10,066 -809	-7%	-$28.6K	0.2%	108
2019 Q1	$389K	Buy	10,875 +3,450	+46%	+$117K	0.24%	88
2018 Q4	$239K	Sell	7,425 -3,004	-29%	-$96.1K	0.22%	81
2018 Q3	$325K	Sell	10,429 -480	-4%	-$14.8K	0.2%	98
2018 Q2	$331K	Buy	+10,909	New	+$312K	0.27%	84

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

Measured Wealth Private Client Group's EXC Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Exelon (EXC) stake by 82% in Q2 2026, selling an estimated $1.08M and leaving 5,120 shares worth $239K. The position accounts for 0.06% of the portfolio, ranked #181.

Measured Wealth Private Client Group first reported a position in EXC in Q2 2018 and has held it in 11 quarters since. The position peaked at $1.39M in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Measured Wealth Private Client Group held 5,120 shares of Exelon worth $239K as of Q2 2026.
Measured Wealth Private Client Group sold 23,320 Exelon shares in Q2 2026, an estimated $1.08M.
Exelon made up 0.06% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #181 holding.
Measured Wealth Private Client Group first reported a position in Exelon in Q2 2018 and has held it in 11 quarters since.
Measured Wealth Private Client Group's Exelon position peaked at $1.39M in Q1 2026.
1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.