Sanctuary Advisors’s Exelon EXC Stock Holding History

Sanctuary Advisors’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	$1.66M	Buy	35,603 +5,308	+18%	+$246K	0.01%	1151
2026 Q1	$1.49M	Sell	30,295 -10,449	-26%	-$486K	0.01%	1108
2025 Q4	$1.78M	Sell	40,744 -862	-2%	-$39.3K	0.01%	998
2025 Q3	$1.87M	Sell	41,606 -2,634	-6%	-$116K	0.01%	939
2025 Q2	$1.92M	Buy	44,240 +2,588	+6%	+$115K	0.01%	865
2025 Q1	$1.92M	Buy	41,652 +2,227	+6%	+$93.1K	0.01%	791
2024 Q4	$1.58M	Sell	39,425 -1,013	-3%	-$39.3K	0.01%	1000
2024 Q3	$1.57M	Buy	40,438 +7,894	+24%	+$297K	0.01%	1015
2024 Q2	$1.21M	Buy	+32,544	New	+$1.2M	0.01%	1092

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Sanctuary Advisors's EXC Position: Q2 2026 in Review

Sanctuary Advisors increased its Exelon (EXC) stake by 18% in Q2 2026, buying an estimated $246K and bringing the position to 35,603 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #1151.

Sanctuary Advisors first reported a position in EXC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.92M in Q2 2025. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Sanctuary Advisors held 35,603 shares of Exelon worth $1.66M as of Q2 2026.
Sanctuary Advisors bought 5,308 Exelon shares in Q2 2026, an estimated $246K.
Exelon made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1151 holding.
Sanctuary Advisors first reported a position in Exelon in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Exelon position peaked at $1.92M in Q2 2025.
1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.