RMG Wealth Management’s Exelon EXC Stock Holding History

RMG 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	$249K	Sell	5,500 -243	-4%	-$11.2K	0.03%	66
2026 Q1	$254K	Sell	5,743 -228	-4%	-$10.6K	0.03%	60
2025 Q4	$265K	Sell	5,971 -843	-12%	-$38.5K	0.03%	50
2025 Q3	$328K	Sell	6,814 -369	-5%	-$16.2K	0.05%	39
2025 Q2	$311K	Buy	+7,183	New	+$320K	0.05%	36

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

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

RMG Wealth Management reduced its Exelon (EXC) stake by 4.2% in Q2 2026, selling an estimated $11.2K and leaving 5,500 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #66.

RMG Wealth Management first reported a position in EXC in Q2 2025 and has held it in 5 quarters since. The position peaked at $328K in Q3 2025. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

RMG Wealth Management held 5,500 shares of Exelon worth $249K as of Q2 2026.
RMG Wealth Management sold 243 Exelon shares in Q2 2026, an estimated $11.2K.
Exelon made up 0.03% of RMG Wealth Management's portfolio in Q2 2026, its #66 holding.
RMG Wealth Management first reported a position in Exelon in Q2 2025 and has held it in 5 quarters since.
RMG Wealth Management's Exelon position peaked at $328K in Q3 2025.
1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

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