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Orographic Financial Advisors’s Exelon EXC Stock Holding History

Orographic Financial 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 		$1.05M Buy
23,200
+180
+0.8% +$8.33K 0.69% 46
2026
Q1 		$1.13M Buy
+23,020
New +$1.07M 0.8% 41

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

Orographic Financial Advisors's EXC Position: Q2 2026 in Review

Orographic Financial Advisors increased its Exelon (EXC) stake by 0.78% in Q2 2026, buying an estimated $8.33K and bringing the position to 23,200 shares worth $1.05M. The position accounts for 0.69% of the portfolio, ranked #46.

Orographic Financial Advisors first reported a position in EXC in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.13M in Q1 2026. 1,288 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Orographic Financial Advisors held 23,200 shares of Exelon worth $1.05M as of Q2 2026.
  • Orographic Financial Advisors bought 180 Exelon shares in Q2 2026, an estimated $8.33K.
  • Exelon made up 0.69% of Orographic Financial Advisors's portfolio in Q2 2026, its #46 holding.
  • Orographic Financial Advisors first reported a position in Exelon in Q1 2026 and has held it in 2 quarters since.
  • Orographic Financial Advisors's Exelon position peaked at $1.13M in Q1 2026.
  • 1,288 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Orographic Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.