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Private Wealth Management Group’s Exelon EXC Stock Holding History

Private 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 		$53.9K Buy
1,157
+188
+19% +$8.7K 0.01% 231
2026
Q1 		$47.5K Sell
969
-150
-13% -$6.98K 0.01% 201
2025
Q4 		$48.8K Hold
1,119
– – 0.01% 198
2025
Q3 		$50.4K Hold
1,119
– – 0.01% 191
2025
Q2 		$48.6K Hold
1,119
– – 0.02% 177
2025
Q1 		$51.6K Buy
1,119
+317
+40% +$13.3K 0.02% 161
2024
Q4 		$30.2K Sell
802
-35
-4% -$1.36K 0.01% 227
2024
Q3 		$33.9K Buy
837
+212
+34% +$7.97K 0.01% 204
2024
Q2 		$21.6K Sell
625
-115
-16% -$4.25K 0.01% 266
2024
Q1 		$27.8K Buy
740
+161
+28% +$5.75K 0.01% 224
2023
Q4 		$20.8K Buy
+579
New +$22.3K 0.01% 262

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

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

Private Wealth Management Group increased its Exelon (EXC) stake by 19% in Q2 2026, buying an estimated $8.7K and bringing the position to 1,157 shares worth $53.9K. The position accounts for 0.01% of the portfolio, ranked #231.

Private Wealth Management Group first reported a position in EXC in Q4 2023 and has held it in 11 quarters since. 1,287 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Private Wealth Management Group held 1,157 shares of Exelon worth $53.9K as of Q2 2026.
  • Private Wealth Management Group bought 188 Exelon shares in Q2 2026, an estimated $8.7K.
  • Exelon made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #231 holding.
  • Private Wealth Management Group first reported a position in Exelon in Q4 2023 and has held it in 11 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.