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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
Q2 		$47 Sell
1
-495
-100% -$22.9K ﹤0.01% 1195
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Medallion Wealth Advisors's EXC Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Exelon (EXC) stake by 100% in Q2 2026, selling an estimated $22.9K and leaving 1 share worth $47. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

Medallion Wealth Advisors first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.2K in Q1 2025. 1,291 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Medallion Wealth Advisors held 1 share of Exelon worth $47 as of Q2 2026.
  • Medallion Wealth Advisors sold 495 Exelon shares in Q2 2026, an estimated $22.9K.
  • Exelon made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1195 holding.
  • Medallion Wealth Advisors first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Exelon position peaked at $26.2K in Q1 2025.
  • 1,291 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.