North Ridge Wealth Advisors’s Exelon EXC Stock Holding History

North Ridge Wealth Advisors’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	$5.45K	Buy	+111	New	+$5.16K	﹤0.01%	153

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

North Ridge Wealth Advisors's EXC Position: Q1 2026 in Review

North Ridge Wealth Advisors opened a new position in Exelon (EXC) in Q1 2026: 111 shares worth $5.45K. The stake represents ﹤0.01% of the portfolio and ranks #153 among its holdings.

1,286 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

North Ridge Wealth Advisors held 111 shares of Exelon worth $5.45K as of Q1 2026.
Exelon was a new North Ridge Wealth Advisors position in Q1 2026.
Exelon made up ﹤0.01% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #153 holding.
1,286 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.