Q1WB
EXC icon

Quest 10 Wealth Builders’s Exelon EXC Stock Holding History

Quest 10 Wealth Builders’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 		$50.5K Buy
1,083
+8
+0.7% +$370 0.04% 208
2026
Q1 		$52.7K Sell
1,075
-6
-0.6% -$279 0.05% 200
2025
Q4 		$47.1K Buy
1,081
+573
+113% +$26.1K 0.04% 190
2025
Q3 		$22.9K Sell
508
-2
-0.4% -$88 0.02% 267
2025
Q2 		$22.1K Sell
510
-3
-0.6% -$134 0.02% 281
2025
Q1 		$23.6K Buy
513
+221
+76% +$9.24K 0.03% 247
2024
Q4 		$11K Buy
+292
New +$11.3K 0.01% 382

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

Quest 10 Wealth Builders's EXC Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its Exelon (EXC) stake by 0.74% in Q2 2026, buying an estimated $370 and bringing the position to 1,083 shares worth $50.5K. The position accounts for 0.04% of the portfolio, ranked #208.

Quest 10 Wealth Builders first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $52.7K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Quest 10 Wealth Builders held 1,083 shares of Exelon worth $50.5K as of Q2 2026.
  • Quest 10 Wealth Builders bought 8 Exelon shares in Q2 2026, an estimated $370.
  • Exelon made up 0.04% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #208 holding.
  • Quest 10 Wealth Builders first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
  • Quest 10 Wealth Builders's Exelon position peaked at $52.7K in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.