MPS Loria Financial Planners’s Exelon EXC Stock Holding History

MPS Loria Financial Planners’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	$281K	Sell	6,026 -311	-5%	-$14.4K	0.06%	77
2026 Q1	$311K	Buy	6,337 +11	+0.2%	+$512	0.08%	69
2025 Q4	$276K	Sell	6,326 -3,288	-34%	-$150K	0.07%	73
2025 Q3	$433K	Sell	9,614 -129	-1%	-$5.67K	0.12%	52
2025 Q2	$423K	Buy	+9,743	New	+$434K	0.12%	51
2021 Q2	–	Sell	-3,403	Closed	-$106K	–	262
2021 Q1	$106K	Sell	3,403 -982	-22%	-$29.5K	0.05%	110
2020 Q4	$129K	Sell	4,385 -1,076	-20%	-$31.8K	0.06%	102
2020 Q3	$139K	Buy	5,461 +1,296	+31%	+$34.4K	0.07%	84
2020 Q2	$108K	Buy	+4,165	New	+$111K	0.06%	97
2017 Q3	–	Sell	-6,184	Closed	-$167K	–	164
2017 Q2	$167K	Buy	+6,184	New	+$157K	0.11%	82

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

MPS Loria Financial Planners's EXC Position: Q2 2026 in Review

MPS Loria Financial Planners reduced its Exelon (EXC) stake by 4.9% in Q2 2026, selling an estimated $14.4K and leaving 6,026 shares worth $281K. The position accounts for 0.06% of the portfolio, ranked #77.

MPS Loria Financial Planners first reported a position in EXC in Q2 2017 and has held it in 10 quarters since. The position peaked at $433K in Q3 2025. 1,287 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

MPS Loria Financial Planners held 6,026 shares of Exelon worth $281K as of Q2 2026.
MPS Loria Financial Planners sold 311 Exelon shares in Q2 2026, an estimated $14.4K.
Exelon made up 0.06% of MPS Loria Financial Planners's portfolio in Q2 2026, its #77 holding.
MPS Loria Financial Planners first reported a position in Exelon in Q2 2017 and has held it in 10 quarters since.
MPS Loria Financial Planners's Exelon position peaked at $433K in Q3 2025.
1,287 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.