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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
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
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

Opal Wealth Advisors's EXC Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Exelon (EXC) in Q1 2026: 4,474 shares worth $219K. The stake represents 0.05% of the portfolio and ranks #192 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in EXC as recently as Q2 2025.

Opal Wealth Advisors first reported a position in EXC in Q2 2024 and has held it in 4 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Opal Wealth Advisors held 4,474 shares of Exelon worth $219K as of Q1 2026.
  • Exelon was a new Opal Wealth Advisors position in Q1 2026.
  • Exelon made up 0.05% of Opal Wealth Advisors's portfolio in Q1 2026, its #192 holding.
  • Opal Wealth Advisors first reported a position in Exelon in Q2 2024 and has held it in 4 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.