MWM
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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
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 $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

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

Modern Wealth Management reduced its Exelon (EXC) stake by 0.37% in Q1 2026, selling an estimated $3.86K and leaving 22,423 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #404.

Modern Wealth Management first reported a position in EXC in Q2 2024 and has held it in 8 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Modern Wealth Management held 22,423 shares of Exelon worth $1.1M as of Q1 2026.
  • Modern Wealth Management sold 83 Exelon shares in Q1 2026, an estimated $3.86K.
  • Exelon made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #404 holding.
  • Modern Wealth Management first reported a position in Exelon in Q2 2024 and has held it in 8 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.