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SOA Wealth Advisors’s Exelon EXC Stock Holding History

SOA Wealth Advisors’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 		$23K Buy
493
+4
+0.8% +$185 ﹤0.01% 503
2026
Q1 		$24K Buy
489
+3
+0.6% +$140 ﹤0.01% 468
2025
Q4 		$21.2K Buy
486
+4
+0.8% +$183 ﹤0.01% 496
2025
Q3 		$21.7K Sell
482
-164
-25% -$7.2K ﹤0.01% 507
2025
Q2 		$28K Buy
646
+4
+0.6% +$178 0.01% 450
2025
Q1 		$29.6K Sell
642
-163
-20% -$6.81K 0.01% 408
2024
Q4 		$30.3K Buy
805
+4
+0.5% +$155 0.01% 393
2024
Q3 		$32.5K Buy
801
+4
+0.5% +$150 0.01% 382
2024
Q2 		$27.6K Buy
797
+4
+0.5% +$148 0.01% 388
2024
Q1 		$29.8K Sell
793
-177
-18% -$6.33K 0.01% 379
2023
Q4 		$34.8K Buy
970
+3
+0.3% +$116 0.01% 341
2023
Q3 		$36.5K Sell
967
-1,071
-53% -$43.6K 0.01% 327
2023
Q2 		$83K Buy
2,038
+18
+0.9% +$744 0.02% 247
2023
Q1 		$84.6K Sell
2,020
-484
-19% -$20.2K 0.02% 236
2022
Q4 		$108K Buy
2,504
+1,564
+166% +$61.8K 0.03% 211
2022
Q3 		$35K Buy
940
+2
+0.2% +$88 0.01% 302
2022
Q2 		$42K Buy
938
+2
+0.2% +$94 0.01% 283
2022
Q1 		$44K Buy
936
+329
+54% +$13.9K 0.01% 327
2021
Q4 		$24K Sell
607
-698
-53% -$26.3K 0.01% 417
2021
Q3 		$45K Buy
1,305
+4
+0.3% +$137 0.01% 322
2021
Q2 		$41K Buy
1,301
+533
+69% +$17.2K 0.01% 331
2021
Q1 		$24K Hold
768
– – 0.01% 373
2020
Q4 		$23K Buy
+768
New +$22.7K 0.01% 376

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

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

SOA Wealth Advisors increased its Exelon (EXC) stake by 0.82% in Q2 2026, buying an estimated $185 and bringing the position to 493 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

SOA Wealth Advisors first reported a position in EXC in Q4 2020 and has held it in 23 quarters since. The position peaked at $108K in Q4 2022. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • SOA Wealth Advisors held 493 shares of Exelon worth $23K as of Q2 2026.
  • SOA Wealth Advisors bought 4 Exelon shares in Q2 2026, an estimated $185.
  • Exelon made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #503 holding.
  • SOA Wealth Advisors first reported a position in Exelon in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Exelon position peaked at $108K in Q4 2022.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.