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Moneta Group Investment Advisors’s Exelon EXC Stock Holding History

Moneta Group Investment Advisors’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 		$509K Buy
10,918
+3,689
+51% +$171K ﹤0.01% 540
2026
Q1 		$354K Buy
7,229
+383
+6% +$17.8K ﹤0.01% 588
2025
Q4 		$298K Buy
6,846
+261
+4% +$11.9K ﹤0.01% 635
2025
Q3 		$296K Buy
+6,585
New +$289K ﹤0.01% 626
2018
Q3 		– Sell
-485
Closed -$15K – 279
2018
Q2 		$15K Sell
485
-9,954
-95% -$285K ﹤0.01% 373
2018
Q1 		$15K Buy
10,439
+10,159
+3,628% +$274K ﹤0.01% 427
2017
Q4 		$8K Buy
+280
New +$8.05K ﹤0.01% 355
2015
Q4 		– Sell
-1,549
Closed -$33K – 230
2015
Q3 		$33K Buy
+1,549
New +$34.8K 0.01% 270

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

Moneta Group Investment Advisors's EXC Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Exelon (EXC) stake by 51% in Q2 2026, buying an estimated $171K and bringing the position to 10,918 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Moneta Group Investment Advisors first reported a position in EXC in Q3 2015 and has held it in 8 quarters since. 1,291 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Moneta Group Investment Advisors held 10,918 shares of Exelon worth $509K as of Q2 2026.
  • Moneta Group Investment Advisors bought 3,689 Exelon shares in Q2 2026, an estimated $171K.
  • Exelon made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #540 holding.
  • Moneta Group Investment Advisors first reported a position in Exelon in Q3 2015 and has held it in 8 quarters since.
  • 1,291 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.