Portus Wealth Advisors’s Exelon EXC Stock Holding History

Portus 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	–	Sell	-20	Closed	-$980	–	207
2026 Q1	$980	Buy	+20	New	+$930	﹤0.01%	402

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

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

Portus Wealth Advisors sold out of Exelon (EXC) in Q2 2026, closing a stake of 20 shares — an estimated $980 sold.

Portus Wealth Advisors first reported a position in EXC in Q1 2026 and held it in 1 quarter. The position peaked at $980 in Q1 2026. 1,288 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Portus Wealth Advisors reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 20 Exelon shares in Q2 2026, an estimated $980.
Portus Wealth Advisors first reported a position in Exelon in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Exelon position peaked at $980 in Q1 2026.
1,288 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.