MLFP
EXC icon

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
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

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. 1,286 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.
  • 1,286 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.