SWP
EXC icon

Significant Wealth Partners’s Exelon EXC Stock Holding History

Significant Wealth 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 		$465K Hold
9,968
– – 0.5% 61
2026
Q1 		$489K Hold
9,968
– – 0.6% 46
2025
Q4 		$435K Sell
9,968
-913
-8% -$41.7K 0.48% 27
2025
Q3 		$490K Sell
10,881
-20
-0.2% -$878 0.24% 44
2025
Q2 		$473K Buy
10,901
+522
+5% +$23.2K 0.23% 33
2025
Q1 		$478K Sell
10,379
-70
-0.7% -$2.93K 0.25% 34
2024
Q4 		$393K Buy
10,449
+49
+0.5% +$1.9K 0.2% 34
2024
Q3 		$422K Sell
10,400
-123
-1% -$4.63K 0.22% 36
2024
Q2 		$364K Buy
10,523
+2,288
+28% +$84.4K 0.2% 35
2024
Q1 		$309K Sell
8,235
-2,227
-21% -$79.6K 0.2% 124
2023
Q4 		$376K Buy
+10,462
New +$403K 0.27% 100

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

Significant Wealth Partners's EXC Position: Q2 2026 in Review

Significant Wealth Partners held its Exelon (EXC) position steady in Q2 2026 at 9,968 shares worth $465K. The position accounts for 0.5% of the portfolio, ranked #61.

Significant Wealth Partners first reported a position in EXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $490K in Q3 2025. 1,288 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Significant Wealth Partners held 9,968 shares of Exelon worth $465K as of Q2 2026.
  • Significant Wealth Partners left its Exelon share count unchanged in Q2 2026.
  • Exelon made up 0.5% of Significant Wealth Partners's portfolio in Q2 2026, its #61 holding.
  • Significant Wealth Partners first reported a position in Exelon in Q4 2023 and has held it in 11 quarters since.
  • Significant Wealth Partners's Exelon position peaked at $490K in Q3 2025.
  • 1,288 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.