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Signal Advisors Wealth’s Exelon EXC Stock Holding History

Signal Advisors Wealth’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 		$274K Sell
5,880
-202
-3% -$9.34K 0.01% 555
2026
Q1 		$298K Sell
6,082
-213
-3% -$9.91K 0.02% 477
2025
Q4 		$274K Buy
6,295
+348
+6% +$15.9K 0.02% 422
2025
Q3 		$268K Sell
5,947
-1,838
-24% -$80.7K 0.02% 382
2025
Q2 		$338K Buy
+7,785
New +$347K 0.03% 354

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

Signal Advisors Wealth's EXC Position: Q2 2026 in Review

Signal Advisors Wealth reduced its Exelon (EXC) stake by 3.3% in Q2 2026, selling an estimated $9.34K and leaving 5,880 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #555.

Signal Advisors Wealth first reported a position in EXC in Q2 2025 and has held it in 5 quarters since. The position peaked at $338K in Q2 2025. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Signal Advisors Wealth held 5,880 shares of Exelon worth $274K as of Q2 2026.
  • Signal Advisors Wealth sold 202 Exelon shares in Q2 2026, an estimated $9.34K.
  • Exelon made up 0.01% of Signal Advisors Wealth's portfolio in Q2 2026, its #555 holding.
  • Signal Advisors Wealth first reported a position in Exelon in Q2 2025 and has held it in 5 quarters since.
  • Signal Advisors Wealth's Exelon position peaked at $338K in Q2 2025.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.