Premier Path Wealth Partners’s Exelon EXC Stock Holding History

Premier Path Wealth Partners’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	$304K	Buy	6,203 +940	+18%	+$43.7K	0.04%	344
2025 Q4	$229K	Buy	5,263 +194	+4%	+$8.85K	0.03%	376
2025 Q3	$228K	Buy	5,069 +202	+4%	+$8.87K	0.03%	371
2025 Q2	$211K	Buy	4,867 +364	+8%	+$16.2K	0.03%	374
2025 Q1	$207K	Buy	+4,503	New	+$188K	0.03%	361
2024 Q1	–	Sell	-6,036	Closed	-$217K	–	349
2023 Q4	$217K	Buy	+6,036	New	+$232K	0.05%	311

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Premier Path Wealth Partners's EXC Position: Q1 2026 in Review

Premier Path Wealth Partners increased its Exelon (EXC) stake by 18% in Q1 2026, buying an estimated $43.7K and bringing the position to 6,203 shares worth $304K. The position accounts for 0.04% of the portfolio, ranked #344.

Premier Path Wealth Partners first reported a position in EXC in Q4 2023 and has held it in 6 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Premier Path Wealth Partners held 6,203 shares of Exelon worth $304K as of Q1 2026.
Premier Path Wealth Partners bought 940 Exelon shares in Q1 2026, an estimated $43.7K.
Exelon made up 0.04% of Premier Path Wealth Partners's portfolio in Q1 2026, its #344 holding.
Premier Path Wealth Partners first reported a position in Exelon in Q4 2023 and has held it in 6 quarters since.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.