VSM Wealth Advisory’s Exelon EXC Stock Holding History

VSM Wealth Advisory’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	$360K	Buy	7,718 +11	+0.1%	+$509	0.1%	87
2026 Q1	$378K	Buy	7,707 +552	+8%	+$25.7K	0.11%	72
2025 Q4	$312K	Sell	7,155 -241	-3%	-$11K	0.09%	79
2025 Q3	$333K	Buy	7,396 +14	+0.2%	+$615	0.1%	67
2025 Q2	$321K	Buy	7,382 +14	+0.2%	+$623	0.11%	73
2025 Q1	$340K	Buy	7,368 +13	+0.2%	+$543	0.12%	66
2024 Q4	$277K	Buy	+7,355	New	+$285K	0.1%	74

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

VSM Wealth Advisory's EXC Position: Q2 2026 in Review

VSM Wealth Advisory increased its Exelon (EXC) stake by 0.14% in Q2 2026, buying an estimated $509 and bringing the position to 7,718 shares worth $360K. The position accounts for 0.1% of the portfolio, ranked #87.

VSM Wealth Advisory first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $378K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

VSM Wealth Advisory held 7,718 shares of Exelon worth $360K as of Q2 2026.
VSM Wealth Advisory bought 11 Exelon shares in Q2 2026, an estimated $509.
Exelon made up 0.1% of VSM Wealth Advisory's portfolio in Q2 2026, its #87 holding.
VSM Wealth Advisory first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Exelon position peaked at $378K in Q1 2026.
1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.