Wealth Dimensions Group’s Exelon EXC Stock Holding History

Wealth Dimensions 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	$219K	Buy	4,692 +47	+1%	+$2.17K	0.04%	169
2026 Q1	$228K	Sell	4,645 -18	-0.4%	-$837	0.04%	159
2025 Q4	$203K	Buy	4,663 +2	+0%	+$91	0.04%	166
2025 Q3	$210K	Buy	4,661 +2	+0%	+$88	0.04%	171
2025 Q2	$202K	Buy	4,659 +2	+0%	+$89	0.04%	168
2025 Q1	$215K	Buy	+4,657	New	+$195K	0.05%	154
2023 Q4	–	Sell	-5,424	Closed	-$205K	–	137
2023 Q3	$205K	Hold	5,424	–	–	0.07%	127
2023 Q2	$221K	Hold	5,424	–	–	0.08%	125
2023 Q1	$227K	Hold	5,424	–	–	0.09%	121
2022 Q4	$234K	Hold	5,424	–	–	0.1%	120
2022 Q3	$203K	Hold	5,424	–	–	0.1%	115
2022 Q2	$246K	Hold	5,424	–	–	0.12%	106
2022 Q1	$258K	Sell	5,424 -2,180	-29%	-$92.3K	0.12%	117
2021 Q4	$313K	Hold	7,604	–	–	0.15%	99
2021 Q3	$262K	Hold	7,604	–	–	0.17%	105
2021 Q2	$240K	Hold	7,604	–	–	0.16%	105
2021 Q1	$237K	Hold	7,604	–	–	0.18%	103
2020 Q4	$229K	Buy	+7,604	New	+$224K	0.2%	95

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

Wealth Dimensions Group's EXC Position: Q2 2026 in Review

Wealth Dimensions Group increased its Exelon (EXC) stake by 1% in Q2 2026, buying an estimated $2.17K and bringing the position to 4,692 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #169.

Wealth Dimensions Group first reported a position in EXC in Q4 2020 and has held it in 18 quarters since. The position peaked at $313K in Q4 2021. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Wealth Dimensions Group held 4,692 shares of Exelon worth $219K as of Q2 2026.
Wealth Dimensions Group bought 47 Exelon shares in Q2 2026, an estimated $2.17K.
Exelon made up 0.04% of Wealth Dimensions Group's portfolio in Q2 2026, its #169 holding.
Wealth Dimensions Group first reported a position in Exelon in Q4 2020 and has held it in 18 quarters since.
Wealth Dimensions Group's Exelon position peaked at $313K in Q4 2021.
1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.