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Pension & Wealth Management Advisors’s Exelon EXC Stock Holding History

Pension & Wealth Management 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 		$54.8K Hold
1,176
– – 0.01% 311
2026
Q1 		$57.6K Hold
1,176
– – 0.02% 281
2025
Q4 		$51.3K Sell
1,176
-322
-21% -$14.7K 0.02% 297
2025
Q3 		$67.4K Sell
1,498
-181
-11% -$7.95K 0.02% 246
2025
Q2 		$72.9K Hold
1,679
– – 0.02% 227
2025
Q1 		$77.4K Buy
1,679
+1,001
+148% +$41.8K 0.03% 218
2024
Q4 		$25.5K Buy
+678
New +$26.3K 0.01% 320

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pension & Wealth Management Advisors's EXC Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Exelon (EXC) position steady in Q2 2026 at 1,176 shares worth $54.8K. The position accounts for 0.01% of the portfolio, ranked #311.

Pension & Wealth Management Advisors first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $77.4K in Q1 2025. 1,230 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Pension & Wealth Management Advisors held 1,176 shares of Exelon worth $54.8K as of Q2 2026.
  • Pension & Wealth Management Advisors left its Exelon share count unchanged in Q2 2026.
  • Exelon made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #311 holding.
  • Pension & Wealth Management Advisors first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
  • Pension & Wealth Management Advisors's Exelon position peaked at $77.4K in Q1 2025.
  • 1,230 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.