Midland Wealth Advisors’s Exelon EXC Stock Holding History

Midland 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	$572K	Buy	12,267 +1,573	+15%	+$72.8K	0.03%	103
2026 Q1	$524K	Sell	10,694 -233	-2%	-$10.8K	0.03%	108
2025 Q4	$476K	Sell	10,927 -431	-4%	-$19.7K	0.02%	111
2025 Q3	$511K	Hold	11,358	–	–	0.03%	113
2025 Q2	$493K	Hold	11,358	–	–	0.03%	121
2025 Q1	$523K	Sell	11,358 -3,935	-26%	-$164K	0.03%	126
2024 Q4	$576K	Buy	15,293 +152	+1%	+$5.9K	0.03%	125
2024 Q3	$614K	Sell	15,141 -3,686	-20%	-$139K	0.04%	122
2024 Q2	$652K	Buy	18,827 +2,470	+15%	+$91.2K	0.04%	119
2024 Q1	$615K	Sell	16,357 -1,800	-10%	-$64.3K	0.04%	122
2023 Q4	$652K	Buy	+18,157	New	+$699K	0.04%	117

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

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

Midland Wealth Advisors increased its Exelon (EXC) stake by 15% in Q2 2026, buying an estimated $72.8K and bringing the position to 12,267 shares worth $572K. The position accounts for 0.03% of the portfolio, ranked #103.

Midland Wealth Advisors first reported a position in EXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $652K in Q4 2023. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Midland Wealth Advisors held 12,267 shares of Exelon worth $572K as of Q2 2026.
Midland Wealth Advisors bought 1,573 Exelon shares in Q2 2026, an estimated $72.8K.
Exelon made up 0.03% of Midland Wealth Advisors's portfolio in Q2 2026, its #103 holding.
Midland Wealth Advisors first reported a position in Exelon in Q4 2023 and has held it in 11 quarters since.
Midland Wealth Advisors's Exelon position peaked at $652K in Q4 2023.
1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.