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Scarborough Advisors’s Exelon EXC Stock Holding History

Scarborough 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 		– Sell
-278
Closed -$13.6K – 322
2026
Q1 		$13.6K Hold
278
– – ﹤0.01% 394
2025
Q4 		$12.1K Hold
278
– – ﹤0.01% 251
2025
Q3 		$12.5K Hold
278
– – ﹤0.01% 239
2025
Q2 		$12.1K Buy
+278
New +$12.4K ﹤0.01% 230

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

Scarborough Advisors's EXC Position: Q2 2026 in Review

Scarborough Advisors sold out of Exelon (EXC) in Q2 2026, closing a stake of 278 shares — an estimated $13.6K sold.

Scarborough Advisors first reported a position in EXC in Q2 2025 and held it in 4 quarters. The position peaked at $13.6K in Q1 2026. 1,287 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Scarborough Advisors reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 278 Exelon shares in Q2 2026, an estimated $13.6K.
  • Scarborough Advisors first reported a position in Exelon in Q2 2025 and held it in 4 quarters.
  • Scarborough Advisors's Exelon position peaked at $13.6K in Q1 2026.
  • 1,287 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.