ORG Wealth Partners’s Exelon EXC Stock Holding History

ORG Wealth Partners’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	$43.4K	Hold	930	–	–	0.01%	362
2026 Q1	$45.6K	Buy	+930	New	+$43.3K	0.01%	340

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

ORG Wealth Partners's EXC Position: Q2 2026 in Review

ORG Wealth Partners held its Exelon (EXC) position steady in Q2 2026 at 930 shares worth $43.4K. The position accounts for 0.01% of the portfolio, ranked #362.

ORG Wealth Partners first reported a position in EXC in Q1 2026 and has held it in 2 quarters since. The position peaked at $45.6K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

ORG Wealth Partners held 930 shares of Exelon worth $43.4K as of Q2 2026.
ORG Wealth Partners left its Exelon share count unchanged in Q2 2026.
Exelon made up 0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #362 holding.
ORG Wealth Partners first reported a position in Exelon in Q1 2026 and has held it in 2 quarters since.
ORG Wealth Partners's Exelon position peaked at $45.6K in Q1 2026.
1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.