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 Q2	$1.43M	Buy	30,649 +23,508	+329%	+$1.09M	0.02%	378
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 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

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

Mission Wealth Management increased its Exelon (EXC) stake by 329% in Q2 2026, buying an estimated $1.09M and bringing the position to 30,649 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #378.

Mission Wealth Management first reported a position in EXC in Q1 2023 and has held it in 4 quarters since. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Mission Wealth Management held 30,649 shares of Exelon worth $1.43M as of Q2 2026.
Mission Wealth Management bought 23,508 Exelon shares in Q2 2026, an estimated $1.09M.
Exelon made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #378 holding.
Mission Wealth Management first reported a position in Exelon in Q1 2023 and has held it in 4 quarters since.
1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.