Signature Wealth Management Partners’s Exelon EXC Stock Holding History

Signature Wealth Management Partners’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	-4,225	Closed	-$207K	–	123
2026 Q1	$207K	Buy	+4,225	New	+$197K	0.1%	108
2022 Q3	–	Sell	-4,625	Closed	-$209K	–	103
2022 Q2	$209K	Hold	4,625	–	–	0.21%	96
2022 Q1	$220K	Sell	4,625 -1,859	-29%	-$78.8K	0.19%	101
2021 Q4	$267K	Hold	6,484	–	–	0.23%	90
2021 Q3	$224K	Hold	6,484	–	–	0.2%	99
2021 Q2	$205K	Sell	6,484 -596	-8%	-$19.2K	0.19%	101
2021 Q1	$221K	Buy	+7,080	New	+$213K	0.21%	91

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Signature Wealth Management Partners's EXC Position: Q2 2026 in Review

Signature Wealth Management Partners sold out of Exelon (EXC) in Q2 2026, closing a stake of 4,225 shares — an estimated $207K sold.

Signature Wealth Management Partners first reported a position in EXC in Q1 2021 and held it in 7 quarters. The position peaked at $267K in Q4 2021. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Signature Wealth Management Partners reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
Signature Wealth Management Partners sold 4,225 Exelon shares in Q2 2026, an estimated $207K.
Signature Wealth Management Partners first reported a position in Exelon in Q1 2021 and held it in 7 quarters.
Signature Wealth Management Partners's Exelon position peaked at $267K in Q4 2021.
1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.