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Rialto Wealth Management’s Exelon EXC Stock Holding History

Rialto Wealth Management’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 		$8.25K Buy
177
+75
+74% +$3.47K ﹤0.01% 579
2026
Q1 		$5K Buy
102
+37
+57% +$1.72K ﹤0.01% 590
2025
Q4 		$2.83K Buy
65
+6
+10% +$274 ﹤0.01% 622
2025
Q3 		$2.66K Buy
59
+14
+31% +$615 ﹤0.01% 592
2025
Q2 		$1.95K Buy
45
+20
+80% +$890 ﹤0.01% 618
2025
Q1 		$1.15K Buy
+25
New +$1.04K ﹤0.01% 642

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

Rialto Wealth Management's EXC Position: Q2 2026 in Review

Rialto Wealth Management increased its Exelon (EXC) stake by 74% in Q2 2026, buying an estimated $3.47K and bringing the position to 177 shares worth $8.25K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Rialto Wealth Management first reported a position in EXC in Q1 2025 and has held it in 6 quarters since. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Rialto Wealth Management held 177 shares of Exelon worth $8.25K as of Q2 2026.
  • Rialto Wealth Management bought 75 Exelon shares in Q2 2026, an estimated $3.47K.
  • Exelon made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #579 holding.
  • Rialto Wealth Management first reported a position in Exelon in Q1 2025 and has held it in 6 quarters since.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.