Washington Trust Advisors’s Exelon EXC Stock Holding History

Washington Trust 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	–	Sell	-43	Closed	-$2.11K	–	746
2026 Q1	$2.11K	Sell	43 -320	-88%	-$14.9K	﹤0.01%	578
2025 Q4	$15.8K	Hold	363	–	–	﹤0.01%	458
2025 Q3	$16.4K	Buy	+363	New	+$15.9K	﹤0.01%	466
2023 Q2	–	Sell	-597	Closed	-$25K	–	698
2023 Q1	$25K	Hold	597	–	–	﹤0.01%	389
2022 Q4	$25.8K	Sell	597 -198	-25%	-$7.82K	﹤0.01%	388
2022 Q3	$29K	Sell	795 -3,087	-80%	-$136K	﹤0.01%	463
2022 Q2	$176K	Hold	3,882	–	–	0.02%	212
2022 Q1	$185K	Sell	3,882 -1,669	-30%	-$70.7K	0.01%	250
2021 Q4	$229K	Buy	+5,551	New	+$209K	0.02%	232

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

Washington Trust Advisors's EXC Position: Q2 2026 in Review

Washington Trust Advisors sold out of Exelon (EXC) in Q2 2026, closing a stake of 43 shares — an estimated $2.11K sold.

Washington Trust Advisors first reported a position in EXC in Q4 2021 and held it in 9 quarters. The position peaked at $229K in Q4 2021. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Washington Trust Advisors reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
Washington Trust Advisors sold 43 Exelon shares in Q2 2026, an estimated $2.11K.
Washington Trust Advisors first reported a position in Exelon in Q4 2021 and held it in 9 quarters.
Washington Trust Advisors's Exelon position peaked at $229K in Q4 2021.
1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.