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Retirement Wealth Solutions’s Exelon EXC Stock Holding History

Retirement Wealth Solutions’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 		$3.36K Sell
72
-13
-15% -$601 ﹤0.01% 423
2026
Q1 		$4.17K Buy
85
+16
+23% +$744 ﹤0.01% 355
2025
Q4 		$3.01K Buy
69
+8
+13% +$365 ﹤0.01% 390
2025
Q3 		$2.75K Buy
+61
New +$2.68K ﹤0.01% 393

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

Retirement Wealth Solutions's EXC Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Exelon (EXC) stake by 15% in Q2 2026, selling an estimated $601 and leaving 72 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Retirement Wealth Solutions first reported a position in EXC in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.17K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Retirement Wealth Solutions held 72 shares of Exelon worth $3.36K as of Q2 2026.
  • Retirement Wealth Solutions sold 13 Exelon shares in Q2 2026, an estimated $601.
  • Exelon made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #423 holding.
  • Retirement Wealth Solutions first reported a position in Exelon in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Exelon position peaked at $4.17K in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.