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Stiles Financial Services’s Exelon EXC Stock Holding History

Stiles Financial Services’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 		$258K Buy
5,527
+12
+0.2% +$555 0.06% 159
2026
Q1 		$270K Buy
5,515
+11
+0.2% +$512 0.08% 151
2025
Q4 		$240K Buy
5,504
+50
+0.9% +$2.28K 0.07% 159
2025
Q3 		$245K Buy
5,454
+50
+0.9% +$2.2K 0.08% 161
2025
Q2 		$235K Buy
5,404
+49
+0.9% +$2.18K 0.08% 162
2025
Q1 		$247K Buy
+5,355
New +$224K 0.09% 153
2024
Q4 		– Sell
-5,252
Closed -$213K – 187
2024
Q3 		$213K Buy
+5,252
New +$197K 0.08% 174
2023
Q3 		– Sell
-5,002
Closed -$204K – 182
2023
Q2 		$204K Buy
+5,002
New +$207K 0.1% 179
2022
Q3 		– Sell
-4,523
Closed -$205K – 171
2022
Q2 		$205K Buy
4,523
+31
+0.7% +$1.46K 0.12% 161
2022
Q1 		$214K Sell
4,492
-1,758
-28% -$74.5K 0.11% 168
2021
Q4 		$257K Buy
+6,250
New +$235K 0.12% 155

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

Stiles Financial Services's EXC Position: Q2 2026 in Review

Stiles Financial Services increased its Exelon (EXC) stake by 0.22% in Q2 2026, buying an estimated $555 and bringing the position to 5,527 shares worth $258K. The position accounts for 0.06% of the portfolio, ranked #159.

Stiles Financial Services first reported a position in EXC in Q4 2021 and has held it in 11 quarters since. The position peaked at $270K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Stiles Financial Services held 5,527 shares of Exelon worth $258K as of Q2 2026.
  • Stiles Financial Services bought 12 Exelon shares in Q2 2026, an estimated $555.
  • Exelon made up 0.06% of Stiles Financial Services's portfolio in Q2 2026, its #159 holding.
  • Stiles Financial Services first reported a position in Exelon in Q4 2021 and has held it in 11 quarters since.
  • Stiles Financial Services's Exelon position peaked at $270K in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.