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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

RMG Wealth Management's EXC Position: Q1 2026 in Review

RMG Wealth Management reduced its Exelon (EXC) stake by 3.8% in Q1 2026, selling an estimated $10.6K and leaving 5,743 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #60.

RMG Wealth Management first reported a position in EXC in Q2 2025 and has held it in 4 quarters since. The position peaked at $328K in Q3 2025. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • RMG Wealth Management held 5,743 shares of Exelon worth $254K as of Q1 2026.
  • RMG Wealth Management sold 228 Exelon shares in Q1 2026, an estimated $10.6K.
  • Exelon made up 0.03% of RMG Wealth Management's portfolio in Q1 2026, its #60 holding.
  • RMG Wealth Management first reported a position in Exelon in Q2 2025 and has held it in 4 quarters since.
  • RMG Wealth Management's Exelon position peaked at $328K in Q3 2025.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.