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Mission Wealth Management’s Exelon EXC Stock Holding History

Mission 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 		$350K Sell
7,141
-33
-0.5% -$1.53K 0.01% 577
2025
Q4 		$313K Buy
+7,174
New +$327K 0.01% 604
2023
Q2 		– Sell
-4,832
Closed -$202K – 558
2023
Q1 		$202K Buy
+4,832
New +$201K 0.01% 510

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

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

Mission Wealth Management reduced its Exelon (EXC) stake by 0.46% in Q1 2026, selling an estimated $1.53K and leaving 7,141 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #577.

Mission Wealth Management first reported a position in EXC in Q1 2023 and has held it in 3 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Mission Wealth Management held 7,141 shares of Exelon worth $350K as of Q1 2026.
  • Mission Wealth Management sold 33 Exelon shares in Q1 2026, an estimated $1.53K.
  • Exelon made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #577 holding.
  • Mission Wealth Management first reported a position in Exelon in Q1 2023 and has held it in 3 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.