Pure Financial Advisors’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$442K Buy
9,485
+2,081
+28% +$96.3K 0.01% 400
2026
Q1
$363K Buy
7,404
+1,766
+31% +$82.1K 0.01% 410
2025
Q4
$246K Buy
5,638
+1,116
+25% +$50.9K ﹤0.01% 463
2025
Q3
$204K Buy
+4,522
New +$199K ﹤0.01% 481

Other funds holding EXC

Pure Financial Advisors's EXC Position: Q2 2026 in Review

Pure Financial Advisors increased its Exelon (EXC) stake by 28% in Q2 2026, buying an estimated $96.3K and bringing the position to 9,485 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #400.

Pure Financial Advisors first reported a position in EXC in Q3 2025 and has held it in 4 quarters since. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Pure Financial Advisors held 9,485 shares of Exelon worth $442K as of Q2 2026.
  • Pure Financial Advisors bought 2,081 Exelon shares in Q2 2026, an estimated $96.3K.
  • Exelon made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #400 holding.
  • Pure Financial Advisors first reported a position in Exelon in Q3 2025 and has held it in 4 quarters since.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.