PWMG
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Prestige Wealth Management Group’s Exelon EXC Stock Holding History

Prestige Wealth Management Group’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 		$73.1K Sell
1,568
-34
-2% -$1.57K 0.01% 236
2026
Q1 		$78.5K Hold
1,602
– – 0.02% 221
2025
Q4 		$69.8K Hold
1,602
– – 0.01% 228
2025
Q3 		$72.1K Hold
1,602
– – 0.01% 233
2025
Q2 		$69.6K Hold
1,602
– – 0.01% 233
2025
Q1 		$73.8K Hold
1,602
– – 0.02% 222
2024
Q4 		$60.3K Hold
1,602
– – 0.01% 238
2024
Q3 		$65K Hold
1,602
– – 0.01% 230
2024
Q2 		$55.4K Hold
1,602
– – 0.01% 215
2024
Q1 		$60.2K Sell
1,602
-12
-0.7% -$429 0.01% 243
2023
Q4 		$57.9K Hold
1,614
– – 0.01% 232
2023
Q3 		$61K Hold
1,614
– – 0.02% 221
2023
Q2 		$65.8K Hold
1,614
– – 0.02% 243
2023
Q1 		$67.6K Buy
1,614
+13
+0.8% +$542 0.02% 219
2022
Q4 		$69.2K Hold
1,601
– – 0.02% 227
2022
Q3 		$60K Hold
1,601
– – 0.02% 212
2022
Q2 		$73K Hold
1,601
– – 0.02% 205
2022
Q1 		$76K Sell
1,601
-644
-29% -$27.3K 0.02% 211
2021
Q4 		$92K Hold
2,245
– – 0.02% 206
2021
Q3 		$77K Hold
2,245
– – 0.02% 213
2021
Q2 		$71K Hold
2,245
– – 0.02% 212
2021
Q1 		$70K Hold
2,245
– – 0.02% 215
2020
Q4 		$68K Buy
2,245
+12
+0.5% +$354 0.02% 217
2020
Q3 		$57K Hold
2,233
– – 0.02% 236
2020
Q2 		$58K Hold
2,233
– – 0.02% 203
2020
Q1 		$59K Buy
2,233
+190
+9% +$5.97K 0.02% 165
2019
Q4 		$66K Hold
2,043
– – 0.04% 186
2019
Q3 		$70K Hold
2,043
– – 0.04% 178
2019
Q2 		$70K Hold
2,043
– – 0.04% 174
2019
Q1 		$73K Sell
2,043
-523
-20% -$17.8K 0.04% 168
2018
Q4 		$83K Buy
+2,566
New +$82.1K 0.06% 156

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Prestige Wealth Management Group's EXC Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Exelon (EXC) stake by 2.1% in Q2 2026, selling an estimated $1.57K and leaving 1,568 shares worth $73.1K. The position accounts for 0.01% of the portfolio, ranked #236.

Prestige Wealth Management Group first reported a position in EXC in Q4 2018 and has held it in 31 quarters since. The position peaked at $92K in Q4 2021. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Prestige Wealth Management Group held 1,568 shares of Exelon worth $73.1K as of Q2 2026.
  • Prestige Wealth Management Group sold 34 Exelon shares in Q2 2026, an estimated $1.57K.
  • Exelon made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #236 holding.
  • Prestige Wealth Management Group first reported a position in Exelon in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's Exelon position peaked at $92K in Q4 2021.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.