Phillip James Consulting’s Exelon EXC Stock Holding History

Phillip James Consulting’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	$9.32K	Hold	200	–	–	0.01%	161
2026 Q1	$9K	Hold	200	–	–	0.01%	185
2025 Q4	$9K	Buy	+200	New	+$9.13K	0.16%	56

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

Phillip James Consulting's EXC Position: Q2 2026 in Review

Phillip James Consulting held its Exelon (EXC) position steady in Q2 2026 at 200 shares worth $9.32K. The position accounts for 0.01% of the portfolio, ranked #161.

Phillip James Consulting first reported a position in EXC in Q4 2025 and has held it in 3 quarters since. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Phillip James Consulting held 200 shares of Exelon worth $9.32K as of Q2 2026.
Phillip James Consulting left its Exelon share count unchanged in Q2 2026.
Exelon made up 0.01% of Phillip James Consulting's portfolio in Q2 2026, its #161 holding.
Phillip James Consulting first reported a position in Exelon in Q4 2025 and has held it in 3 quarters since.
1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.