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Private Wealth Asset Management’s Exelon EXC Stock Holding History

Private Wealth Asset Management’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 		– Sell
-7
Closed -$305 – 1003
2025
Q4 		$305 Sell
7
-4,716
-100% -$215K ﹤0.01% 933
2025
Q3 		$213K Hold
4,723
– – 0.03% 234
2025
Q2 		$205K Sell
4,723
-35
-0.7% -$1.56K 0.03% 234
2025
Q1 		$219K Buy
+4,758
New +$199K 0.03% 218

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Private Wealth Asset Management's EXC Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Exelon (EXC) in Q1 2026, closing a stake of 7 shares — an estimated $305 sold.

Private Wealth Asset Management first reported a position in EXC in Q1 2025 and held it in 4 quarters. The position peaked at $219K in Q1 2025. 1,284 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Exelon position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 7 Exelon shares in Q1 2026, an estimated $305.
  • Private Wealth Asset Management first reported a position in Exelon in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Exelon position peaked at $219K in Q1 2025.
  • 1,284 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.