PWM
EXC icon

Perigon Wealth Management’s Exelon EXC Stock Holding History

Perigon 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
Q1 		$1.32M Buy
26,917
+4,230
+19% +$197K 0.02% 456
2025
Q4 		$989K Buy
22,687
+6,008
+36% +$274K 0.02% 554
2025
Q3 		$751K Buy
16,679
+842
+5% +$37K 0.02% 596
2025
Q2 		$688K Buy
15,837
+584
+4% +$26K 0.02% 586
2025
Q1 		$703K Buy
15,253
+471
+3% +$19.7K 0.02% 534
2024
Q4 		$582K Buy
14,782
+4,423
+43% +$172K 0.01% 592
2024
Q3 		$420K Buy
10,359
+722
+7% +$27.1K 0.01% 671
2024
Q2 		$334K Sell
9,637
-154
-2% -$5.68K 0.01% 653
2024
Q1 		$368K Buy
9,791
+1,666
+21% +$59.5K 0.01% 621
2023
Q4 		$292K Sell
8,125
-341
-4% -$13.1K 0.01% 665
2023
Q3 		$320K Sell
8,466
-523
-6% -$21.3K 0.01% 565
2023
Q2 		$366K Sell
8,989
-310
-3% -$12.8K 0.01% 541
2023
Q1 		$390K Sell
9,299
-2,665
-22% -$111K 0.02% 454
2022
Q4 		$517K Buy
+11,964
New +$473K 0.03% 383
2021
Q1 		– Sell
-2,022
Closed -$61K – 665
2020
Q4 		$61K Buy
+2,022
New +$59.7K 0.01% 689
2018
Q2 		– Sell
-1,343
Closed -$37K – 358
2018
Q1 		$37K Hold
1,343
– – 0.01% 353
2017
Q4 		$38K Buy
1,343
+238
+22% +$6.84K 0.01% 325
2017
Q3 		$30K Buy
1,105
+460
+71% +$12.3K 0.01% 401
2017
Q2 		$17K Hold
645
– – ﹤0.01% 460
2017
Q1 		$17K Hold
645
– – ﹤0.01% 481
2016
Q4 		$17K Hold
645
– – ﹤0.01% 490
2016
Q3 		$15K Hold
645
– – ﹤0.01% 434
2016
Q2 		$17K Buy
+645
New +$16K ﹤0.01% 351

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Perigon Wealth Management's EXC Position: Q1 2026 in Review

Perigon Wealth Management increased its Exelon (EXC) stake by 19% in Q1 2026, buying an estimated $197K and bringing the position to 26,917 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #456.

Perigon Wealth Management first reported a position in EXC in Q2 2016 and has held it in 23 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Perigon Wealth Management held 26,917 shares of Exelon worth $1.32M as of Q1 2026.
  • Perigon Wealth Management bought 4,230 Exelon shares in Q1 2026, an estimated $197K.
  • Exelon made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #456 holding.
  • Perigon Wealth Management first reported a position in Exelon in Q2 2016 and has held it in 23 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.