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Sagespring Wealth Partners’s Exelon EXC Stock Holding History

Sagespring Wealth 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 		$599K Buy
12,847
+231
+2% +$10.7K 0.01% 480
2026
Q1 		$618K Sell
12,616
-31
-0.2% -$1.44K 0.01% 442
2025
Q4 		$551K Sell
12,647
-219
-2% -$9.99K 0.01% 447
2025
Q3 		$579K Sell
12,866
-428
-3% -$18.8K 0.01% 426
2025
Q2 		$577K Buy
13,294
+3,820
+40% +$170K 0.01% 396
2025
Q1 		$437K Buy
+9,474
New +$396K 0.01% 422

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Sagespring Wealth Partners's EXC Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Exelon (EXC) stake by 1.8% in Q2 2026, buying an estimated $10.7K and bringing the position to 12,847 shares worth $599K. The position accounts for 0.01% of the portfolio, ranked #480.

Sagespring Wealth Partners first reported a position in EXC in Q1 2025 and has held it in 6 quarters since. The position peaked at $618K in Q1 2026. 838 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Sagespring Wealth Partners held 12,847 shares of Exelon worth $599K as of Q2 2026.
  • Sagespring Wealth Partners bought 231 Exelon shares in Q2 2026, an estimated $10.7K.
  • Exelon made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #480 holding.
  • Sagespring Wealth Partners first reported a position in Exelon in Q1 2025 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Exelon position peaked at $618K in Q1 2026.
  • 838 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.