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Whipplewood Advisors’s Exelon EXC Stock Holding History

Whipplewood 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 		– Sell
-108
Closed -$5.29K – 794
2026
Q1 		$5.29K Buy
+108
New +$5.02K ﹤0.01% 599
2025
Q3 		– Sell
-108
Closed -$4.69K – 598
2025
Q2 		$4.69K Buy
108
+105
+3,500% +$4.67K ﹤0.01% 706
2025
Q1 		$4.98K Sell
3
-105
-97% -$4.39K ﹤0.01% 698
2024
Q4 		$4.07K Buy
+108
New +$4.19K ﹤0.01% 737

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

Whipplewood Advisors's EXC Position: Q2 2026 in Review

Whipplewood Advisors sold out of Exelon (EXC) in Q2 2026, closing a stake of 108 shares — an estimated $5.29K sold.

Whipplewood Advisors first reported a position in EXC in Q4 2024 and held it in 4 quarters. The position peaked at $5.29K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Whipplewood Advisors reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 108 Exelon shares in Q2 2026, an estimated $5.29K.
  • Whipplewood Advisors first reported a position in Exelon in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Exelon position peaked at $5.29K in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.