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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Simplicity Wealth's EXC Position: Q1 2026 in Review

Simplicity Wealth opened a new position in Exelon (EXC) in Q1 2026: 4,115 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #722 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in EXC as recently as Q2 2024.

Simplicity Wealth first reported a position in EXC in Q1 2024 and has held it in 3 quarters since. The position peaked at $401K in Q1 2024. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Simplicity Wealth held 4,115 shares of Exelon worth $202K as of Q1 2026.
  • Exelon was a new Simplicity Wealth position in Q1 2026.
  • Exelon made up 0.01% of Simplicity Wealth's portfolio in Q1 2026, its #722 holding.
  • Simplicity Wealth first reported a position in Exelon in Q1 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's Exelon position peaked at $401K in Q1 2024.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.