Proficio Capital Partners’s Exelon EXC Stock Holding History

Proficio Capital 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	$266K	Buy	+5,700	New	+$264K	0.01%	556
2019 Q3	–	Sell	-1,152	Closed	-$39K	–	599
2019 Q2	$39K	Buy	1,152 +403	+54%	+$14.2K	0.01%	458
2019 Q1	$27K	Buy	749 +160	+27%	+$5.45K	0.01%	536
2018 Q4	$19K	Hold	589	–	–	0.01%	544
2018 Q3	$18K	Sell	589 -11	-2%	-$338	0.01%	627
2018 Q2	$18K	Hold	600	–	–	0.01%	635
2018 Q1	$17K	Buy	600 +84	+16%	+$2.27K	0.01%	644
2017 Q4	$15K	Buy	516 +62	+14%	+$1.78K	﹤0.01%	671
2017 Q3	$12K	Buy	454 +15	+3%	+$401	﹤0.01%	728
2017 Q2	$12K	Sell	439 -28	-6%	-$713	0.01%	750
2017 Q1	$12K	Buy	467 +220	+89%	+$5.61K	0.01%	762
2016 Q4	$6K	Sell	247 -43	-15%	-$1.02K	﹤0.01%	711
2016 Q3	$7K	Hold	290	–	–	﹤0.01%	649
2016 Q2	$8K	Buy	290 +43	+17%	+$1.06K	0.01%	609
2016 Q1	$6K	Sell	247 -10	-4%	-$224	0.01%	486
2015 Q4	$5K	Buy	+257	New	+$5.21K	﹤0.01%	416

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

Proficio Capital Partners's EXC Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in Exelon (EXC) in Q2 2026: 5,700 shares worth $266K. The stake represents 0.01% of the portfolio and ranks #556 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in EXC as recently as Q2 2019.

Proficio Capital Partners first reported a position in EXC in Q4 2015 and has held it in 16 quarters since. 1,291 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Proficio Capital Partners held 5,700 shares of Exelon worth $266K as of Q2 2026.
Exelon was a new Proficio Capital Partners position in Q2 2026.
Exelon made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #556 holding.
Proficio Capital Partners first reported a position in Exelon in Q4 2015 and has held it in 16 quarters since.
1,291 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.