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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Principle Wealth Partners's EXC Position: Q1 2026 in Review

Principle Wealth Partners increased its Exelon (EXC) stake by 0.15% in Q1 2026, buying an estimated $3.49K and bringing the position to 51,410 shares worth $2.52M. The position accounts for 0.14% of the portfolio, ranked #116.

Principle Wealth Partners first reported a position in EXC in Q4 2023 and has held it in 10 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Principle Wealth Partners held 51,410 shares of Exelon worth $2.52M as of Q1 2026.
  • Principle Wealth Partners bought 75 Exelon shares in Q1 2026, an estimated $3.49K.
  • Exelon made up 0.14% of Principle Wealth Partners's portfolio in Q1 2026, its #116 holding.
  • Principle Wealth Partners first reported a position in Exelon in Q4 2023 and has held it in 10 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.