SAG
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SageView Advisory Group’s Exelon EXC Stock Holding History

SageView Advisory Group’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 		$567K Buy
12,168
+612
+5% +$28.3K 0.02% 345
2026
Q1 		$566K Sell
11,556
-27,782
-71% -$1.29M 0.02% 329
2025
Q4 		$1.71M Sell
39,338
-603
-2% -$27.5K 0.06% 175
2025
Q3 		$1.8M Buy
39,941
+28,759
+257% +$1.26M 0.06% 174
2025
Q2 		$485K Sell
11,182
-2,492
-18% -$111K 0.02% 374
2025
Q1 		$630K Buy
13,674
+1,299
+10% +$54.3K 0.03% 296
2024
Q4 		$466K Buy
12,375
+2,479
+25% +$96.2K 0.02% 354
2024
Q3 		$401K Sell
9,896
-1,196
-11% -$45K 0.02% 331
2024
Q2 		$384K Buy
11,092
+1,099
+11% +$40.6K 0.02% 384
2024
Q1 		$375K Sell
9,993
-173
-2% -$6.18K 0.02% 373
2023
Q4 		$356K Buy
10,166
+570
+6% +$22K 0.02% 463
2023
Q3 		$363K Buy
9,596
+218
+2% +$8.88K 0.02% 380
2023
Q2 		$382K Buy
9,378
+310
+3% +$12.8K 0.02% 397
2023
Q1 		$380K Buy
9,068
+299
+3% +$12.5K 0.02% 348
2022
Q4 		$379K Buy
+8,769
New +$346K 0.03% 283

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

SageView Advisory Group's EXC Position: Q2 2026 in Review

SageView Advisory Group increased its Exelon (EXC) stake by 5.3% in Q2 2026, buying an estimated $28.3K and bringing the position to 12,168 shares worth $567K. The position accounts for 0.02% of the portfolio, ranked #345.

SageView Advisory Group first reported a position in EXC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.8M in Q3 2025. 1,291 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • SageView Advisory Group held 12,168 shares of Exelon worth $567K as of Q2 2026.
  • SageView Advisory Group bought 612 Exelon shares in Q2 2026, an estimated $28.3K.
  • Exelon made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #345 holding.
  • SageView Advisory Group first reported a position in Exelon in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Exelon position peaked at $1.8M in Q3 2025.
  • 1,291 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.