Principia Wealth Advisory’s Exelon EXC Stock Holding History

Principia Wealth Advisory’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	$6.01K	Buy	129 +54	+72%	+$2.5K	﹤0.01%	326
2026 Q1	$3.68K	Buy	75 +37	+97%	+$1.72K	﹤0.01%	363
2025 Q4	$1.66K	Buy	38 +8	+27%	+$365	﹤0.01%	508
2025 Q3	$1.35K	Hold	30	–	–	﹤0.01%	539
2025 Q2	$1.3K	Buy	30 +10	+50%	+$445	﹤0.01%	494
2025 Q1	$886	Buy	20 +2	+11%	+$84	﹤0.01%	424
2024 Q4	$678	Buy	+18	New	+$698	﹤0.01%	456

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

Principia Wealth Advisory's EXC Position: Q2 2026 in Review

Principia Wealth Advisory increased its Exelon (EXC) stake by 72% in Q2 2026, buying an estimated $2.5K and bringing the position to 129 shares worth $6.01K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Principia Wealth Advisory first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. 1,288 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Principia Wealth Advisory held 129 shares of Exelon worth $6.01K as of Q2 2026.
Principia Wealth Advisory bought 54 Exelon shares in Q2 2026, an estimated $2.5K.
Exelon made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #326 holding.
Principia Wealth Advisory first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
1,288 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.