MFS
EXC icon

Mirabella Financial Services’s Exelon EXC Stock Holding History

Mirabella Financial Services’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 		– Sell
-6,002
Closed -$294K – 843
2026
Q1 		$294K Sell
6,002
-14,657
-71% -$682K 0.03% 512
2025
Q4 		$901K Buy
+20,659
New +$943K 0.08% 120
2024
Q3 		– Sell
-36,891
Closed -$1.28M – 272
2024
Q2 		$1.28M Buy
+36,891
New +$1.36M 0.09% 120
2024
Q1 		– Sell
-6,797
Closed -$244K – 577
2023
Q4 		$244K Buy
+6,797
New +$262K 0.03% 317
2022
Q4 		– Sell
-8,977
Closed -$339K – 432
2022
Q3 		$339K Buy
+8,977
New +$397K 0.04% 207
2022
Q2 		– Sell
-5,992
Closed -$285K – 543
2022
Q1 		$285K Sell
5,992
-173,366
-97% -$7.34M 0.03% 334
2021
Q4 		$7.39M Buy
179,358
+166,101
+1,253% +$6.26M 0.75% 27
2021
Q3 		$457K Buy
+13,257
New +$453K 0.06% 246
2020
Q4 		– Sell
-8,357
Closed -$213K – 369
2020
Q3 		$213K Sell
8,357
-3,090
-27% -$81.9K 0.03% 271
2020
Q2 		$296K Buy
+11,447
New +$304K 0.07% 126

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

Mirabella Financial Services's EXC Position: Q2 2026 in Review

Mirabella Financial Services sold out of Exelon (EXC) in Q2 2026, closing a stake of 6,002 shares — an estimated $294K sold.

Mirabella Financial Services first reported a position in EXC in Q2 2020 and held it in 10 quarters. The position peaked at $7.39M in Q4 2021. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Mirabella Financial Services reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 6,002 Exelon shares in Q2 2026, an estimated $294K.
  • Mirabella Financial Services first reported a position in Exelon in Q2 2020 and held it in 10 quarters.
  • Mirabella Financial Services's Exelon position peaked at $7.39M in Q4 2021.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.