VestGen Advisors’s Exelon EXC Stock Holding History

VestGen 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	$1.12M	Sell	24,040 -6,986	-23%	-$323K	0.03%	433
2026 Q1	$1.4M	Buy	31,026 +14,102	+83%	+$656K	0.04%	384
2025 Q4	$738K	Sell	16,924 -8,657	-34%	-$395K	0.03%	408
2025 Q3	$1.15M	Sell	25,581 -34	-0.1%	-$1.49K	0.04%	343
2025 Q2	$1.13M	Buy	25,615 +995	+4%	+$44.3K	0.04%	312
2025 Q1	$1.13M	Buy	+24,620	New	+$1.03M	0.05%	290

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

VestGen Advisors's EXC Position: Q2 2026 in Review

VestGen Advisors reduced its Exelon (EXC) stake by 23% in Q2 2026, selling an estimated $323K and leaving 24,040 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #433.

VestGen Advisors first reported a position in EXC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.4M in Q1 2026. 1,291 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

VestGen Advisors held 24,040 shares of Exelon worth $1.12M as of Q2 2026.
VestGen Advisors sold 6,986 Exelon shares in Q2 2026, an estimated $323K.
Exelon made up 0.03% of VestGen Advisors's portfolio in Q2 2026, its #433 holding.
VestGen Advisors first reported a position in Exelon in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's Exelon position peaked at $1.4M in Q1 2026.
1,291 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.