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Savvy Advisors Inc’s Exelon EXC Stock Holding History

Savvy Advisors Inc’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 		$893K Buy
19,145
+1,770
+10% +$81.9K 0.02% 558
2026
Q1 		$852K Sell
17,375
-1,409
-8% -$65.5K 0.02% 478
2025
Q4 		$819K Buy
18,784
+3,112
+20% +$142K 0.03% 410
2025
Q3 		$705K Sell
15,672
-661
-4% -$29K 0.03% 340
2025
Q2 		$709K Sell
16,333
-223
-1% -$9.93K 0.05% 280
2025
Q1 		$763K Buy
16,556
+891
+6% +$37.2K 0.08% 209
2024
Q4 		$590K Buy
15,665
+6,485
+71% +$252K 0.07% 224
2024
Q3 		$372K Buy
9,180
+715
+8% +$26.9K 0.08% 221
2024
Q2 		$293K Sell
8,465
-92
-1% -$3.4K 0.1% 214
2024
Q1 		$321K Buy
8,557
+454
+6% +$16.2K 0.19% 154
2023
Q4 		$291K Buy
+8,103
New +$312K 0.28% 114

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Savvy Advisors Inc's EXC Position: Q2 2026 in Review

Savvy Advisors Inc increased its Exelon (EXC) stake by 10% in Q2 2026, buying an estimated $81.9K and bringing the position to 19,145 shares worth $893K. The position accounts for 0.02% of the portfolio, ranked #558.

Savvy Advisors Inc first reported a position in EXC in Q4 2023 and has held it in 11 quarters since. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Savvy Advisors Inc held 19,145 shares of Exelon worth $893K as of Q2 2026.
  • Savvy Advisors Inc bought 1,770 Exelon shares in Q2 2026, an estimated $81.9K.
  • Exelon made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #558 holding.
  • Savvy Advisors Inc first reported a position in Exelon in Q4 2023 and has held it in 11 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.