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World Investment Advisors’s Exelon EXC Stock Holding History

World Investment 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 		$581K Sell
11,916
-9,282
-44% -$429K 0.01% 896
2026
Q1 		$1.04M Sell
21,198
-377
-2% -$17.5K 0.02% 697
2025
Q4 		$940K Buy
21,575
+10,471
+94% +$478K 0.02% 709
2025
Q3 		$500K Sell
11,104
-549
-5% -$24.1K 0.01% 786
2025
Q2 		$506K Buy
11,653
+3,552
+44% +$158K 0.01% 730
2025
Q1 		$373K Buy
8,101
+1,310
+19% +$54.8K 0.01% 788
2024
Q4 		$256K Sell
6,791
-96
-1% -$3.72K 0.01% 878
2024
Q3 		$279K Sell
6,887
-212
-3% -$7.97K 0.01% 761
2024
Q2 		$246K Buy
+7,099
New +$262K 0.02% 544

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

World Investment Advisors's EXC Position: Q2 2026 in Review

World Investment Advisors reduced its Exelon (EXC) stake by 44% in Q2 2026, selling an estimated $429K and leaving 11,916 shares worth $581K. The position accounts for 0.01% of the portfolio, ranked #896.

World Investment Advisors first reported a position in EXC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.04M in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • World Investment Advisors held 11,916 shares of Exelon worth $581K as of Q2 2026.
  • World Investment Advisors sold 9,282 Exelon shares in Q2 2026, an estimated $429K.
  • Exelon made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #896 holding.
  • World Investment Advisors first reported a position in Exelon in Q2 2024 and has held it in 9 quarters since.
  • World Investment Advisors's Exelon position peaked at $1.04M in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.