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Sunrise Financial Services’s Exelon EXC Stock Holding History

Sunrise 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 		$3.22K Hold
69
– – ﹤0.01% 330
2026
Q1 		$3.38K Hold
69
– – ﹤0.01% 319
2025
Q4 		$3.01K Buy
+69
New +$3.15K ﹤0.01% 304

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

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

Sunrise Financial Services held its Exelon (EXC) position steady in Q2 2026 at 69 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Sunrise Financial Services first reported a position in EXC in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.38K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Sunrise Financial Services held 69 shares of Exelon worth $3.22K as of Q2 2026.
  • Sunrise Financial Services left its Exelon share count unchanged in Q2 2026.
  • Exelon made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #330 holding.
  • Sunrise Financial Services first reported a position in Exelon in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Exelon position peaked at $3.38K in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

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