Winnow Wealth’s Exelon EXC Stock Holding History

Winnow Wealth’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	-72	Closed	-$3.17K	–	273
2025 Q4	$3.17K	Buy	72 +41	+132%	+$1.87K	﹤0.01%	327
2025 Q3	$1.43K	Buy	+31	New	+$1.36K	﹤0.01%	383
2025 Q2	–	Sell	-31	Closed	-$1.42K	–	348
2025 Q1	$1.42K	Buy	31 +11	+55%	+$460	﹤0.01%	346
2024 Q4	$750	Buy	+20	New	+$776	﹤0.01%	376

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Winnow Wealth's EXC Position: Q1 2026 in Review

Winnow Wealth sold out of Exelon (EXC) in Q1 2026, closing a stake of 72 shares — an estimated $3.17K sold.

Winnow Wealth first reported a position in EXC in Q4 2024 and held it in 4 quarters. The position peaked at $3.17K in Q4 2025. 1,286 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Winnow Wealth reported no remaining Exelon position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 72 Exelon shares in Q1 2026, an estimated $3.17K.
Winnow Wealth first reported a position in Exelon in Q4 2024 and held it in 4 quarters.
Winnow Wealth's Exelon position peaked at $3.17K in Q4 2025.
1,286 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.