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Montgomery Financial Services’s Exelon EXC Stock Holding History

Montgomery Financial Services’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 		$4.66K Buy
+100
New +$4.63K ﹤0.01% 233

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Montgomery Financial Services's EXC Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Exelon (EXC) in Q2 2026: 100 shares worth $4.66K. The stake represents ﹤0.01% of the portfolio and ranks #233 among its holdings.

1,230 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Montgomery Financial Services held 100 shares of Exelon worth $4.66K as of Q2 2026.
  • Exelon was a new Montgomery Financial Services position in Q2 2026.
  • Exelon made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #233 holding.
  • 1,230 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.