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 Q2	$294K	Buy	6,298 +95	+2%	+$4.39K	0.03%	362
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 $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

Premier Path Wealth Partners's EXC Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Exelon (EXC) stake by 1.5% in Q2 2026, buying an estimated $4.39K and bringing the position to 6,298 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #362.

Premier Path Wealth Partners first reported a position in EXC in Q4 2023 and has held it in 7 quarters since. The position peaked at $304K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Premier Path Wealth Partners held 6,298 shares of Exelon worth $294K as of Q2 2026.
Premier Path Wealth Partners bought 95 Exelon shares in Q2 2026, an estimated $4.39K.
Exelon made up 0.03% of Premier Path Wealth Partners's portfolio in Q2 2026, its #362 holding.
Premier Path Wealth Partners first reported a position in Exelon in Q4 2023 and has held it in 7 quarters since.
Premier Path Wealth Partners's Exelon position peaked at $304K in Q1 2026.
1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.