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Wealth Preservation Advisors’s Exelon EXC Stock Holding History

Wealth Preservation 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
Q1 		– Sell
-3,521
Closed -$153K – 1078
2025
Q4 		$153K Hold
3,521
– – 0.08% 104
2025
Q3 		$158K Hold
3,521
– – 0.09% 96
2025
Q2 		$153K Buy
3,521
+32
+0.9% +$1.43K 0.09% 102
2025
Q1 		$161K Buy
+3,489
New +$146K 0.11% 92

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Wealth Preservation Advisors's EXC Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Exelon (EXC) in Q1 2026, closing a stake of 3,521 shares — an estimated $153K sold.

Wealth Preservation Advisors first reported a position in EXC in Q1 2025 and held it in 4 quarters. The position peaked at $161K in Q1 2025. 1,286 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Exelon position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 3,521 Exelon shares in Q1 2026, an estimated $153K.
  • Wealth Preservation Advisors first reported a position in Exelon in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Exelon position peaked at $161K in Q1 2025.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.