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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

SHP Wealth Management's EXC Position: Q1 2026 in Review

SHP Wealth Management increased its Exelon (EXC) stake by 21% in Q1 2026, buying an estimated $5.67K and bringing the position to 709 shares worth $34.8K. 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 2 quarters since. 1,282 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

SHP Wealth Management held 709 shares of Exelon worth $34.8K as of Q1 2026.
SHP Wealth Management bought 122 Exelon shares in Q1 2026, an estimated $5.67K.
Exelon made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #579 holding.
SHP Wealth Management first reported a position in Exelon in Q4 2025 and has held it in 2 quarters since.
1,282 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.