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 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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Wealth Dimensions Group's EXC Position: Q1 2026 in Review

Wealth Dimensions Group reduced its Exelon (EXC) stake by 0.39% in Q1 2026, selling an estimated $837 and leaving 4,645 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #159.

Wealth Dimensions Group first reported a position in EXC in Q4 2020 and has held it in 17 quarters since. The position peaked at $313K in Q4 2021. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Wealth Dimensions Group held 4,645 shares of Exelon worth $228K as of Q1 2026.
Wealth Dimensions Group sold 18 Exelon shares in Q1 2026, an estimated $837.
Exelon made up 0.04% of Wealth Dimensions Group's portfolio in Q1 2026, its #159 holding.
Wealth Dimensions Group first reported a position in Exelon in Q4 2020 and has held it in 17 quarters since.
Wealth Dimensions Group's Exelon position peaked at $313K in Q4 2021.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.