PAG
EXC icon

Paladin Advisory Group’s Exelon EXC Stock Holding History

Paladin Advisory Group’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
2023
Q1 		– Sell
-87
Closed -$3.76K – 338
2022
Q4 		$3.76K Hold
87
– – ﹤0.01% 243
2022
Q3 		$3K Hold
87
– – ﹤0.01% 249
2022
Q2 		$3K Buy
+87
New +$4.09K ﹤0.01% 257
2022
Q1 		– Sell
-122
Closed -$5K – 350
2021
Q4 		$5K Buy
+122
New +$4.59K ﹤0.01% 249

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

Paladin Advisory Group's EXC Position: Q2 2026 in Review

Paladin Advisory Group held its Exelon (EXC) position steady in Q2 2026 at 87 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Paladin Advisory Group first reported a position in EXC in Q1 2022 and has held it in 15 quarters since. The position peaked at $4.26K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Paladin Advisory Group held 87 shares of Exelon worth $4.06K as of Q2 2026.
  • Paladin Advisory Group left its Exelon share count unchanged in Q2 2026.
  • Exelon made up ﹤0.01% of Paladin Advisory Group's portfolio in Q2 2026, its #228 holding.
  • Paladin Advisory Group first reported a position in Exelon in Q1 2022 and has held it in 15 quarters since.
  • Paladin Advisory Group's Exelon position peaked at $4.26K in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.