MWM
EXC icon

Modern Wealth Management’s Exelon EXC Stock Holding History

Modern 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 		$1.31M Buy
28,172
+5,749
+26% +$266K 0.02% 463
2026
Q1 		$1.1M Sell
22,423
-83
-0.4% -$3.86K 0.02% 404
2025
Q4 		$981K Buy
22,506
+2,246
+11% +$103K 0.02% 406
2025
Q3 		$912K Buy
20,260
+782
+4% +$34.3K 0.02% 408
2025
Q2 		$846K Buy
19,478
+755
+4% +$33.6K 0.02% 391
2025
Q1 		$863K Buy
18,723
+3,535
+23% +$148K 0.03% 324
2024
Q4 		$572K Buy
15,188
+4,667
+44% +$181K 0.02% 337
2024
Q3 		$427K Buy
10,521
+1,225
+13% +$46.1K 0.03% 275
2024
Q2 		$322K Buy
+9,296
New +$343K 0.02% 295

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

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

Modern Wealth Management increased its Exelon (EXC) stake by 26% in Q2 2026, buying an estimated $266K and bringing the position to 28,172 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #463.

Modern Wealth Management first reported a position in EXC in Q2 2024 and has held it in 9 quarters since. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Modern Wealth Management held 28,172 shares of Exelon worth $1.31M as of Q2 2026.
  • Modern Wealth Management bought 5,749 Exelon shares in Q2 2026, an estimated $266K.
  • Exelon made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #463 holding.
  • Modern Wealth Management first reported a position in Exelon in Q2 2024 and has held it in 9 quarters since.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.