World Equity Group’s Exelon EXC Stock Holding History

World Equity Group’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	$825K	Sell	17,692 -709	-4%	-$32.8K	0.18%	119
2026 Q1	$902K	Buy	18,401 +1	+0%	+$47	0.23%	100
2025 Q4	$802K	Buy	18,400 +951	+5%	+$43.4K	0.22%	103
2025 Q3	$785K	Sell	17,449 -2	-0%	-$88	0.18%	114
2025 Q2	$758K	Sell	17,451 -8,098	-32%	-$361K	0.21%	109
2025 Q1	$1.18M	Buy	25,549 +8,297	+48%	+$347K	0.34%	72
2024 Q4	$649K	Buy	17,252 +1,702	+11%	+$66K	0.14%	154
2024 Q3	$631K	Buy	15,550 +2,071	+15%	+$77.9K	0.23%	105
2024 Q2	$467K	Sell	13,479 -38	-0.3%	-$1.4K	0.14%	160
2024 Q1	$508K	Sell	13,517 -140	-1%	-$5K	0.1%	183
2023 Q4	$490K	Buy	13,657 +2	+0%	+$77	0.1%	194
2023 Q3	$516K	Buy	13,655 +34	+0.2%	+$1.39K	0.11%	197
2023 Q2	$555K	Buy	+13,621	New	+$563K	0.16%	166
2023 Q1	–	Sell	-12,862	Closed	-$556K	–	529
2022 Q4	$556K	Buy	+12,862	New	+$508K	0.13%	165

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

World Equity Group's EXC Position: Q2 2026 in Review

World Equity Group reduced its Exelon (EXC) stake by 3.9% in Q2 2026, selling an estimated $32.8K and leaving 17,692 shares worth $825K. The position accounts for 0.18% of the portfolio, ranked #119.

World Equity Group first reported a position in EXC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.18M in Q1 2025. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

World Equity Group held 17,692 shares of Exelon worth $825K as of Q2 2026.
World Equity Group sold 709 Exelon shares in Q2 2026, an estimated $32.8K.
Exelon made up 0.18% of World Equity Group's portfolio in Q2 2026, its #119 holding.
World Equity Group first reported a position in Exelon in Q4 2022 and has held it in 14 quarters since.
World Equity Group's Exelon position peaked at $1.18M in Q1 2025.
1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.