MFG
EXC icon

Merit Financial Group’s Exelon EXC Stock Holding History

Merit Financial 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 		$1.66M Buy
35,511
+2,586
+8% +$120K 0.01% 839
2026
Q1 		$1.61M Buy
32,925
+4,256
+15% +$198K 0.01% 773
2025
Q4 		$1.25M Buy
28,669
+2,671
+10% +$122K 0.01% 843
2025
Q3 		$1.17M Sell
25,998
-1,985
-7% -$87.2K 0.01% 784
2025
Q2 		$1.22M Buy
27,983
+8,048
+40% +$358K 0.01% 701
2025
Q1 		$919K Buy
19,935
+14,497
+267% +$606K 0.01% 684
2024
Q4 		$205K Buy
+5,438
New +$211K ﹤0.01% 1094

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

Merit Financial Group's EXC Position: Q2 2026 in Review

Merit Financial Group increased its Exelon (EXC) stake by 7.9% in Q2 2026, buying an estimated $120K and bringing the position to 35,511 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #839.

Merit Financial Group first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. 1,287 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Merit Financial Group held 35,511 shares of Exelon worth $1.66M as of Q2 2026.
  • Merit Financial Group bought 2,586 Exelon shares in Q2 2026, an estimated $120K.
  • Exelon made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #839 holding.
  • Merit Financial Group first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.