SWM
EXC icon

SHP Wealth Management’s Exelon EXC Stock Holding History

SHP Wealth Management’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 		$43.2K Buy
928
+219
+31% +$10.1K ﹤0.01% 579
2026
Q1 		$34.8K Buy
709
+122
+21% +$5.67K ﹤0.01% 579
2025
Q4 		$25.6K Buy
+587
New +$26.8K ﹤0.01% 630

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

SHP Wealth Management's EXC Position: Q2 2026 in Review

SHP Wealth Management increased its Exelon (EXC) stake by 31% in Q2 2026, buying an estimated $10.1K and bringing the position to 928 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

SHP Wealth Management first reported a position in EXC in Q4 2025 and has held it in 3 quarters since. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • SHP Wealth Management held 928 shares of Exelon worth $43.2K as of Q2 2026.
  • SHP Wealth Management bought 219 Exelon shares in Q2 2026, an estimated $10.1K.
  • Exelon made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #579 holding.
  • SHP Wealth Management first reported a position in Exelon in Q4 2025 and has held it in 3 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.