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Root Financial Partners’s Exelon EXC Stock Holding History

Root Financial Partners’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 		– Sell
-2,333
Closed -$114K – 1299
2026
Q1 		$114K Buy
2,333
+628
+37% +$29.2K 0.01% 519
2025
Q4 		$74.3K Buy
1,705
+1,042
+157% +$47.6K ﹤0.01% 574
2025
Q3 		$29.8K Buy
+663
New +$29.1K ﹤0.01% 897

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

Root Financial Partners's EXC Position: Q2 2026 in Review

Root Financial Partners sold out of Exelon (EXC) in Q2 2026, closing a stake of 2,333 shares — an estimated $114K sold.

Root Financial Partners first reported a position in EXC in Q3 2025 and held it in 3 quarters. The position peaked at $114K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Root Financial Partners reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,333 Exelon shares in Q2 2026, an estimated $114K.
  • Root Financial Partners first reported a position in Exelon in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Exelon position peaked at $114K in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.