WestEnd Advisors’s Exelon EXC Stock Holding History

WestEnd 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	$2.19K	Buy	47 +3	+7%	+$139	﹤0.01%	180
2026 Q1	$2.16K	Hold	44	–	–	﹤0.01%	152
2025 Q4	$1.92K	Sell	44 -2	-4%	-$91	﹤0.01%	163
2025 Q3	$2.07K	Buy	+46	New	+$2.02K	﹤0.01%	153
2024 Q4	–	Sell	-14	Closed	-$568	–	375
2024 Q3	$568	Sell	14 -1	-7%	-$38	﹤0.01%	162
2024 Q2	$519	Hold	15	–	–	﹤0.01%	159
2024 Q1	$564	Buy	15 +1	+7%	+$36	﹤0.01%	143
2023 Q4	$503	Sell	14 -12	-46%	-$462	﹤0.01%	159
2023 Q3	$983	Buy	+26	New	+$1.06K	﹤0.01%	112
2023 Q1	–	Sell	-21	Closed	-$875	–	112
2022 Q4	$908	Buy	21 +5	+31%	+$198	﹤0.01%	104
2022 Q3	$1K	Buy	16 +5	+45%	+$221	﹤0.01%	109
2022 Q2	$498	Buy	+11	New	+$517	﹤0.01%	134

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

WestEnd Advisors's EXC Position: Q2 2026 in Review

WestEnd Advisors increased its Exelon (EXC) stake by 6.8% in Q2 2026, buying an estimated $139 and bringing the position to 47 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #180.

WestEnd Advisors first reported a position in EXC in Q2 2022 and has held it in 12 quarters since. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

WestEnd Advisors held 47 shares of Exelon worth $2.19K as of Q2 2026.
WestEnd Advisors bought 3 Exelon shares in Q2 2026, an estimated $139.
Exelon made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #180 holding.
WestEnd Advisors first reported a position in Exelon in Q2 2022 and has held it in 12 quarters since.
1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.