RIA Advisory Group’s Exelon EXC Stock Holding History

RIA Advisory 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	$1.76M	Buy	37,726 +430	+1%	+$19.9K	0.38%	41
2026 Q1	$1.83M	Sell	37,296 -2,094	-5%	-$97.4K	0.43%	34
2025 Q4	$1.72M	Buy	39,390 +3,206	+9%	+$146K	0.41%	38
2025 Q3	$1.63M	Buy	36,184 +12,144	+51%	+$533K	0.42%	43
2025 Q2	$1.04M	Buy	24,040 +9,994	+71%	+$445K	0.31%	52
2025 Q1	$647K	Buy	14,046 +2,759	+24%	+$115K	0.21%	75
2024 Q4	$425K	Buy	11,287 +4,478	+66%	+$174K	0.14%	85
2024 Q3	$276K	Buy	+6,809	New	+$256K	0.1%	108
2024 Q1	$247K	Buy	+6,572	New	+$235K	0.1%	120
2023 Q1	–	Sell	-10,441	Closed	-$432K	–	130
2022 Q4	$432K	Buy	+10,441	New	+$413K	0.25%	60

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

RIA Advisory Group's EXC Position: Q2 2026 in Review

RIA Advisory Group increased its Exelon (EXC) stake by 1.2% in Q2 2026, buying an estimated $19.9K and bringing the position to 37,726 shares worth $1.76M. The position accounts for 0.38% of the portfolio, ranked #41.

RIA Advisory Group first reported a position in EXC in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.83M in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

RIA Advisory Group held 37,726 shares of Exelon worth $1.76M as of Q2 2026.
RIA Advisory Group bought 430 Exelon shares in Q2 2026, an estimated $19.9K.
Exelon made up 0.38% of RIA Advisory Group's portfolio in Q2 2026, its #41 holding.
RIA Advisory Group first reported a position in Exelon in Q4 2022 and has held it in 10 quarters since.
RIA Advisory Group's Exelon position peaked at $1.83M in Q1 2026.
1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.