Vermillion & White Wealth Management Group’s Exelon EXC Stock Holding History

Vermillion & White Wealth Management Group’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	–	Sell	-4,141	Closed	-$203K	–	70
2026 Q1	$203K	Buy	4,141 +1	+0%	+$47	0.12%	65
2025 Q4	$180K	Sell	4,140 -111	-3%	-$5.07K	0.1%	65
2025 Q3	$191K	Hold	4,251	–	–	0.11%	63
2025 Q2	$185K	Sell	4,251 -78	-2%	-$3.47K	0.12%	60
2025 Q1	$199K	Sell	4,329 -79	-2%	-$3.3K	0.14%	53
2024 Q4	$166K	Hold	4,408	–	–	0.12%	70
2024 Q3	$179K	Sell	4,408 -440	-9%	-$16.5K	0.13%	64
2024 Q2	$168K	Hold	4,848	–	–	0.13%	67
2024 Q1	$182K	Hold	4,848	–	–	0.15%	62
2023 Q4	$174K	Buy	+4,848	New	+$187K	0.17%	46

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Vermillion & White Wealth Management Group's EXC Position: Q2 2026 in Review

Vermillion & White Wealth Management Group sold out of Exelon (EXC) in Q2 2026, closing a stake of 4,141 shares — an estimated $203K sold.

Vermillion & White Wealth Management Group first reported a position in EXC in Q4 2023 and held it in 10 quarters. The position peaked at $203K in Q1 2026. 1,287 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Vermillion & White Wealth Management Group reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 4,141 Exelon shares in Q2 2026, an estimated $203K.
Vermillion & White Wealth Management Group first reported a position in Exelon in Q4 2023 and held it in 10 quarters.
Vermillion & White Wealth Management Group's Exelon position peaked at $203K in Q1 2026.
1,287 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2026, filed 19 Aug 2026.