Wealth Enhancement Advisory Services
EXC icon

Wealth Enhancement Advisory Services’s Exelon EXC Stock Holding History

Wealth Enhancement Advisory Services’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 		$26.1M Buy
807,705
+128,055
+19% +$5.92M 0.04% 364
2026
Q1 		$21.6M Buy
679,650
+107,534
+19% +$5M 0.04% 370
2025
Q4 		$25.2M Sell
572,116
-49,603
-8% -$2.26M 0.03% 410
2025
Q3 		$29.1M Buy
621,719
+264,237
+74% +$11.6M 0.04% 349
2025
Q2 		$15.4M Buy
357,482
+88,381
+33% +$3.94M 0.03% 498
2025
Q1 		$12.4M Buy
269,101
+157,548
+141% +$6.59M 0.02% 517
2024
Q4 		$4.2M Sell
111,553
-3,519
-3% -$137K 0.01% 862
2024
Q3 		$4.67M Sell
115,072
-1,559
-1% -$58.6K 0.01% 751
2024
Q2 		$4.04M Buy
116,631
+6,404
+6% +$236K 0.01% 748
2024
Q1 		$4.14M Buy
110,227
+36,548
+50% +$1.31M 0.01% 716
2023
Q4 		$2.65M Sell
73,679
-522
-0.7% -$20.1K 0.01% 803
2023
Q3 		$2.8M Buy
74,201
+55,092
+288% +$2.24M 0.01% 743
2023
Q2 		$778K Sell
19,109
-181
-0.9% -$7.48K 0.01% 297
2023
Q1 		$808K Buy
+19,290
New +$804K 0.01% 333
2022
Q3 		– Sell
-10,408
Closed -$461K – 342
2022
Q2 		$461K Buy
10,408
+1,179
+13% +$55.4K 0.01% 283
2022
Q1 		$437K Sell
9,229
-3,710
-29% -$157K 0.01% 275
2021
Q4 		$535K Buy
12,939
+557
+4% +$21K 0.01% 249
2021
Q3 		$459K Sell
12,382
-38
-0.3% -$1.3K 0.01% 254
2021
Q2 		$405K Sell
12,420
-35,496
-74% -$1.14M 0.01% 243
2021
Q1 		$1.52M Buy
47,916
+224
+0.5% +$6.73K 0.03% 154
2020
Q4 		$1.48M Sell
47,692
-150,493
-76% -$4.44M 0.03% 132
2020
Q3 		$5.65M Buy
198,185
+185,803
+1,501% +$4.93M 0.15% 56
2020
Q2 		$344K Buy
+12,382
New +$329K 0.01% 195
2017
Q2 		– Sell
-30,918
Closed -$787K – 157
2017
Q1 		$787K Buy
+30,918
New +$788K 0.08% 117

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Wealth Enhancement Advisory Services's EXC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Exelon (EXC) stake by 19% in Q2 2026, buying an estimated $5.92M and bringing the position to 807,705 shares worth $26.1M. The position accounts for 0.04% of the portfolio, ranked #364.

Wealth Enhancement Advisory Services first reported a position in EXC in Q1 2017 and has held it in 24 quarters since. The position peaked at $29.1M in Q3 2025. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 807,705 shares of Exelon worth $26.1M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 128,055 Exelon shares in Q2 2026, an estimated $5.92M.
  • Exelon made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #364 holding.
  • Wealth Enhancement Advisory Services first reported a position in Exelon in Q1 2017 and has held it in 24 quarters since.
  • Wealth Enhancement Advisory Services's Exelon position peaked at $29.1M in Q3 2025.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.