Opal Wealth Advisors’s Exelon EXC Stock Holding History

Opal 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 Q2	$201K	Sell	4,322 -152	-3%	-$7.03K	0.04%	213
2026 Q1	$219K	Buy	+4,474	New	+$208K	0.05%	192
2025 Q3	–	Sell	-4,320	Closed	-$188K	–	323
2025 Q2	$188K	Buy	4,320 +3,232	+297%	+$144K	0.05%	204
2025 Q1	$50.1K	Buy	+1,088	New	+$45.5K	0.02%	356
2024 Q3	–	Sell	-3,925	Closed	-$136K	–	520
2024 Q2	$136K	Buy	+3,925	New	+$145K	0.04%	235

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

Opal Wealth Advisors's EXC Position: Q2 2026 in Review

Opal Wealth Advisors reduced its Exelon (EXC) stake by 3.4% in Q2 2026, selling an estimated $7.03K and leaving 4,322 shares worth $201K. The position accounts for 0.04% of the portfolio, ranked #213.

Opal Wealth Advisors first reported a position in EXC in Q2 2024 and has held it in 5 quarters since. The position peaked at $219K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Opal Wealth Advisors held 4,322 shares of Exelon worth $201K as of Q2 2026.
Opal Wealth Advisors sold 152 Exelon shares in Q2 2026, an estimated $7.03K.
Exelon made up 0.04% of Opal Wealth Advisors's portfolio in Q2 2026, its #213 holding.
Opal Wealth Advisors first reported a position in Exelon in Q2 2024 and has held it in 5 quarters since.
Opal Wealth Advisors's Exelon position peaked at $219K in Q1 2026.
1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.