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Principle Wealth Partners’s Exelon EXC Stock Holding History

Principle 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 		$2.4M Hold
51,410
– – 0.12% 129
2026
Q1 		$2.52M Buy
51,410
+75
+0.1% +$3.49K 0.14% 116
2025
Q4 		$2.24M Buy
51,335
+200
+0.4% +$9.13K 0.13% 121
2025
Q3 		$2.3M Buy
51,135
+130
+0.3% +$5.71K 0.13% 114
2025
Q2 		$2.21M Hold
51,005
– – 0.14% 113
2025
Q1 		$2.35M Buy
51,005
+1,725
+4% +$72.1K 0.17% 115
2024
Q4 		$1.85M Sell
49,280
-8,550
-15% -$332K 0.13% 123
2024
Q3 		$2.35M Buy
57,830
+6,675
+13% +$251K 0.17% 115
2024
Q2 		$1.77M Buy
51,155
+1,185
+2% +$43.7K 0.13% 127
2024
Q1 		$1.88M Buy
49,970
+4,315
+9% +$154K 0.15% 123
2023
Q4 		$1.64M Buy
+45,655
New +$1.76M 0.14% 123

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

Principle Wealth Partners's EXC Position: Q2 2026 in Review

Principle Wealth Partners held its Exelon (EXC) position steady in Q2 2026 at 51,410 shares worth $2.4M. The position accounts for 0.12% of the portfolio, ranked #129.

Principle Wealth Partners first reported a position in EXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.52M in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Principle Wealth Partners held 51,410 shares of Exelon worth $2.4M as of Q2 2026.
  • Principle Wealth Partners left its Exelon share count unchanged in Q2 2026.
  • Exelon made up 0.12% of Principle Wealth Partners's portfolio in Q2 2026, its #129 holding.
  • Principle Wealth Partners first reported a position in Exelon in Q4 2023 and has held it in 11 quarters since.
  • Principle Wealth Partners's Exelon position peaked at $2.52M in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.