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Symphony Financial’s Exelon EXC Stock Holding History

Symphony Financial’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 		$243K Buy
+5,148
New +$238K 0.03% 313
2025
Q4 		– Sell
-5,013
Closed -$223K – 297
2025
Q3 		$223K Buy
5,013
+101
+2% +$4.44K 0.03% 253
2025
Q2 		$212K Buy
+4,912
New +$219K 0.03% 243

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Symphony Financial's EXC Position: Q2 2026 in Review

Symphony Financial opened a new position in Exelon (EXC) in Q2 2026: 5,148 shares worth $243K. The stake represents 0.03% of the portfolio and ranks #313 among its holdings. This is a return to the name: Symphony Financial previously reported a position in EXC as recently as Q3 2025.

Symphony Financial first reported a position in EXC in Q2 2025 and has held it in 3 quarters since. 1,079 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Symphony Financial held 5,148 shares of Exelon worth $243K as of Q2 2026.
  • Exelon was a new Symphony Financial position in Q2 2026.
  • Exelon made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #313 holding.
  • Symphony Financial first reported a position in Exelon in Q2 2025 and has held it in 3 quarters since.
  • 1,079 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.