Navigoe Wealth Management’s Exelon EXC Stock Holding History

Navigoe 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 Q2	$0	Buy	+13	New	+$601	﹤0.01%	664

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

Navigoe Wealth Management's EXC Position: Q2 2026 in Review

Navigoe Wealth Management opened a new position in Exelon (EXC) in Q2 2026: 13 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #664 among its holdings.

1,284 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Navigoe Wealth Management held 13 shares of Exelon worth $0 as of Q2 2026.
Exelon was a new Navigoe Wealth Management position in Q2 2026.
Exelon made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #664 holding.
1,284 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.