RWM
EXC icon

Ritholtz Wealth Management’s Exelon EXC Stock Holding History

Ritholtz 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 		$203K Sell
4,353
-856
-16% -$39.6K ﹤0.01% 1239
2026
Q1 		$255K Buy
+5,209
New +$242K ﹤0.01% 1042
2022
Q4 		– Sell
-9,083
Closed -$340K – 633
2022
Q3 		$340K Buy
9,083
+3,938
+77% +$174K 0.02% 507
2022
Q2 		$233K Buy
5,145
+216
+4% +$10.2K 0.01% 468
2022
Q1 		$235K Buy
+4,929
New +$209K 0.02% 468

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

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

Ritholtz Wealth Management reduced its Exelon (EXC) stake by 16% in Q2 2026, selling an estimated $39.6K and leaving 4,353 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Ritholtz Wealth Management first reported a position in EXC in Q1 2022 and has held it in 5 quarters since. The position peaked at $340K in Q3 2022. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Ritholtz Wealth Management held 4,353 shares of Exelon worth $203K as of Q2 2026.
  • Ritholtz Wealth Management sold 856 Exelon shares in Q2 2026, an estimated $39.6K.
  • Exelon made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1239 holding.
  • Ritholtz Wealth Management first reported a position in Exelon in Q1 2022 and has held it in 5 quarters since.
  • Ritholtz Wealth Management's Exelon position peaked at $340K in Q3 2022.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.