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Physician Wealth Advisors’s Exelon EXC Stock Holding History

Physician Wealth 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 		$30.5K Buy
655
+87
+15% +$4.02K ﹤0.01% 546
2026
Q1 		$27.8K Buy
568
+57
+11% +$2.65K ﹤0.01% 543
2025
Q4 		$22.3K Buy
511
+13
+3% +$593 ﹤0.01% 560
2025
Q3 		$22.4K Buy
498
+299
+150% +$13.1K ﹤0.01% 551
2025
Q2 		$8.64K Buy
+199
New +$8.86K ﹤0.01% 669

Other funds holding EXC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Physician Wealth Advisors's EXC Position: Q2 2026 in Review

Physician Wealth Advisors increased its Exelon (EXC) stake by 15% in Q2 2026, buying an estimated $4.02K and bringing the position to 655 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Physician Wealth Advisors first reported a position in EXC in Q2 2025 and has held it in 5 quarters since. 275 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Physician Wealth Advisors held 655 shares of Exelon worth $30.5K as of Q2 2026.
  • Physician Wealth Advisors bought 87 Exelon shares in Q2 2026, an estimated $4.02K.
  • Exelon made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #546 holding.
  • Physician Wealth Advisors first reported a position in Exelon in Q2 2025 and has held it in 5 quarters since.
  • 275 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.