Partnership Wealth Management’s Exelon EXC Stock Holding History

Partnership Wealth Management’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	$628K	Hold	13,467	–	–	0.42%	37
2026 Q1	$660K	Hold	13,467	–	–	0.5%	39
2025 Q4	$587K	Hold	13,467	–	–	0.42%	39
2025 Q3	$606K	Hold	13,467	–	–	0.47%	37
2025 Q2	$585K	Hold	13,467	–	–	0.47%	42
2025 Q1	$621K	Hold	13,467	–	–	0.53%	40
2024 Q4	$507K	Hold	13,467	–	–	0.42%	47
2024 Q3	$546K	Hold	13,467	–	–	0.39%	45
2024 Q2	$466K	Hold	13,467	–	–	0.34%	57
2024 Q1	$506K	Hold	13,467	–	–	0.35%	61
2023 Q4	$469K	Buy	+13,467	New	+$519K	0.35%	60

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

Partnership Wealth Management's EXC Position: Q2 2026 in Review

Partnership Wealth Management held its Exelon (EXC) position steady in Q2 2026 at 13,467 shares worth $628K. The position accounts for 0.42% of the portfolio, ranked #37.

Partnership Wealth Management first reported a position in EXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $660K in Q1 2026. 1,287 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Partnership Wealth Management held 13,467 shares of Exelon worth $628K as of Q2 2026.
Partnership Wealth Management left its Exelon share count unchanged in Q2 2026.
Exelon made up 0.42% of Partnership Wealth Management's portfolio in Q2 2026, its #37 holding.
Partnership Wealth Management first reported a position in Exelon in Q4 2023 and has held it in 11 quarters since.
Partnership Wealth Management's Exelon position peaked at $660K in Q1 2026.
1,287 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.