MWM
EXC icon

Meridian Wealth Management’s Exelon EXC Stock Holding History

Meridian 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
Q1 		$223K Sell
4,544
-950
-17% -$44.2K 0.01% 729
2025
Q4 		$239K Buy
+5,494
New +$251K 0.01% 677
2019
Q3 		– Sell
-3,145
Closed -$1.07K – 280
2019
Q2 		$1.07K Buy
+3,145
New +$111K 0.04% 267

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

Meridian Wealth Management's EXC Position: Q1 2026 in Review

Meridian Wealth Management reduced its Exelon (EXC) stake by 17% in Q1 2026, selling an estimated $44.2K and leaving 4,544 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #729.

Meridian Wealth Management first reported a position in EXC in Q2 2019 and has held it in 3 quarters since. The position peaked at $239K in Q4 2025. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Meridian Wealth Management held 4,544 shares of Exelon worth $223K as of Q1 2026.
  • Meridian Wealth Management sold 950 Exelon shares in Q1 2026, an estimated $44.2K.
  • Exelon made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #729 holding.
  • Meridian Wealth Management first reported a position in Exelon in Q2 2019 and has held it in 3 quarters since.
  • Meridian Wealth Management's Exelon position peaked at $239K in Q4 2025.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.