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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

NewEdge Wealth's EXC Position: Q1 2026 in Review

NewEdge Wealth reduced its Exelon (EXC) stake by 79% in Q1 2026, selling an estimated $875K and leaving 5,064 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

NewEdge Wealth first reported a position in EXC in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.04M in Q4 2025. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • NewEdge Wealth held 5,064 shares of Exelon worth $248K as of Q1 2026.
  • NewEdge Wealth sold 18,804 Exelon shares in Q1 2026, an estimated $875K.
  • Exelon made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #1017 holding.
  • NewEdge Wealth first reported a position in Exelon in Q3 2024 and has held it in 4 quarters since.
  • NewEdge Wealth's Exelon position peaked at $1.04M in Q4 2025.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.