NW
EXC icon

NewEdge Wealth’s Exelon EXC Stock Holding History

NewEdge Wealth’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 		$228K Sell
4,895
-169
-3% -$7.82K ﹤0.01% 1139
2026
Q1 		$248K Sell
5,064
-18,804
-79% -$875K ﹤0.01% 1017
2025
Q4 		$1.04M Buy
+23,868
New +$1.09M 0.01% 619
2025
Q2 		– Sell
-5,226
Closed -$241K – 986
2025
Q1 		$241K Buy
+5,226
New +$218K ﹤0.01% 833
2024
Q4 		– Sell
-6,841
Closed -$277K – 930
2024
Q3 		$277K Buy
+6,841
New +$257K 0.01% 747

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

NewEdge Wealth's EXC Position: Q2 2026 in Review

NewEdge Wealth reduced its Exelon (EXC) stake by 3.3% in Q2 2026, selling an estimated $7.82K and leaving 4,895 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

NewEdge Wealth first reported a position in EXC in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.04M in Q4 2025. 1,291 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • NewEdge Wealth held 4,895 shares of Exelon worth $228K as of Q2 2026.
  • NewEdge Wealth sold 169 Exelon shares in Q2 2026, an estimated $7.82K.
  • Exelon made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1139 holding.
  • NewEdge Wealth first reported a position in Exelon in Q3 2024 and has held it in 5 quarters since.
  • NewEdge Wealth's Exelon position peaked at $1.04M in Q4 2025.
  • 1,291 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.