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Simplicity Wealth’s Exelon EXC Stock Holding History

Simplicity 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 		$333K Buy
7,140
+3,025
+74% +$140K 0.01% 793
2026
Q1 		$202K Buy
+4,115
New +$191K 0.01% 722
2024
Q3 		– Sell
-10,266
Closed -$355K – 718
2024
Q2 		$355K Sell
10,266
-420
-4% -$15.5K 0.01% 892
2024
Q1 		$401K Buy
+10,686
New +$382K 0.01% 812

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

Simplicity Wealth's EXC Position: Q2 2026 in Review

Simplicity Wealth increased its Exelon (EXC) stake by 74% in Q2 2026, buying an estimated $140K and bringing the position to 7,140 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #793.

Simplicity Wealth first reported a position in EXC in Q1 2024 and has held it in 4 quarters since. The position peaked at $401K in Q1 2024. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Simplicity Wealth held 7,140 shares of Exelon worth $333K as of Q2 2026.
  • Simplicity Wealth bought 3,025 Exelon shares in Q2 2026, an estimated $140K.
  • Exelon made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #793 holding.
  • Simplicity Wealth first reported a position in Exelon in Q1 2024 and has held it in 4 quarters since.
  • Simplicity Wealth's Exelon position peaked at $401K in Q1 2024.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.