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 Q2	$593K	Buy	12,730 +8,186	+180%	+$379K	0.02%	501
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	-$108K	–	280
2019 Q2	$108K	Buy	+3,145	New	+$111K	0.04%	267

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

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

Meridian Wealth Management increased its Exelon (EXC) stake by 180% in Q2 2026, buying an estimated $379K and bringing the position to 12,730 shares worth $593K. The position accounts for 0.02% of the portfolio, ranked #501.

Meridian Wealth Management first reported a position in EXC in Q2 2019 and has held it in 4 quarters since. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Meridian Wealth Management held 12,730 shares of Exelon worth $593K as of Q2 2026.
Meridian Wealth Management bought 8,186 Exelon shares in Q2 2026, an estimated $379K.
Exelon made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #501 holding.
Meridian Wealth Management first reported a position in Exelon in Q2 2019 and has held it in 4 quarters since.
1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.