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ORBA Wealth Advisors’s Exelon EXC Stock Holding History

ORBA 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 		$276K Buy
+5,915
New +$274K 0.24% 69
2026
Q1 		– Sell
-5,915
Closed -$258K – 68
2025
Q4 		$258K Buy
+5,915
New +$270K 0.22% 66

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

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

ORBA Wealth Advisors opened a new position in Exelon (EXC) in Q2 2026: 5,915 shares worth $276K. The stake represents 0.24% of the portfolio and ranks #69 among its holdings. This is a return to the name: ORBA Wealth Advisors previously reported a position in EXC as recently as Q4 2025.

ORBA Wealth Advisors first reported a position in EXC in Q4 2025 and has held it in 2 quarters since. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • ORBA Wealth Advisors held 5,915 shares of Exelon worth $276K as of Q2 2026.
  • Exelon was a new ORBA Wealth Advisors position in Q2 2026.
  • Exelon made up 0.24% of ORBA Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • ORBA Wealth Advisors first reported a position in Exelon in Q4 2025 and has held it in 2 quarters since.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.