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Medallion Wealth Advisors’s Exelon EXC Stock Holding History

Medallion 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
Q1 		$24.3K Hold
496
– – 0.01% 617
2025
Q4 		$21.6K Hold
496
– – 0.01% 625
2025
Q3 		$22.3K Sell
496
-72
-13% -$3.16K 0.01% 613
2025
Q2 		$24.7K Hold
568
– – 0.01% 580
2025
Q1 		$26.2K Hold
568
– – 0.01% 535
2024
Q4 		$26.2K Buy
+568
New +$22K 0.01% 519

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Medallion Wealth Advisors's EXC Position: Q1 2026 in Review

Medallion Wealth Advisors held its Exelon (EXC) position steady in Q1 2026 at 496 shares worth $24.3K. The position accounts for 0.01% of the portfolio, ranked #617.

Medallion Wealth Advisors first reported a position in EXC in Q4 2024 and has held it in 6 quarters since. The position peaked at $26.2K in Q1 2025. 1,278 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Medallion Wealth Advisors held 496 shares of Exelon worth $24.3K as of Q1 2026.
  • Medallion Wealth Advisors left its Exelon share count unchanged in Q1 2026.
  • Exelon made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #617 holding.
  • Medallion Wealth Advisors first reported a position in Exelon in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Exelon position peaked at $26.2K in Q1 2025.
  • 1,278 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.