EAGLE WEALTH STRATEGIES LLC EXC — EXELON CORP

Ownership history in EAGLE WEALTH STRATEGIES LLC  ·  7 quarters on record

AI Ownership Summary

EAGLE WEALTH STRATEGIES LLC reported EXELON CORP (EXC) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.15% in 2024 Q3. The latest visible filing shows EXC at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EXC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EAGLE WEALTH STRATEGIES LLC's position in EXELON CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

EXC was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EXC stock page EAGLE WEALTH STRATEGIES LLC fund profile EAGLE WEALTH STRATEGIES LLC full holdings
How EAGLE WEALTH STRATEGIES LLC held EXC — position size vs. price
% of Fund (quarterly)    EXC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 5,865 +7 +0.1% 0.10% $273K 2026-07-09 $46.38
2026 Q1 REDUCED — — — 5,858 -146 -2.4% 0.13% $287K 2026-04-10 $48.57
2025 Q4 ADDED — — — 6,004 +9 +0.2% 0.12% $262K 2026-01-06 $43.47
2025 Q3 ADDED — — — 5,995 +973 +19.4% 0.13% $270K 2025-11-07 $45.42
2025 Q2 ADDED — — — 5,022 +56 +1.1% 0.12% $218K 2025-07-17 $41.84
2025 Q1 REDUCED — — — 4,966 -140 -2.7% 0.14% $229K 2025-04-14 $45.25
2024 Q3 INITIATED — — — 5,106 — — 0.15% $207K 2024-10-08 $37.52

🏢 Other funds also holding EXC

As of 2026 Q2 — sorted by position size

Longboard Asset Management, LP 3.41% LEGACY SOLUTIONS, LLC 0.46% Addis & Hill, Inc 0.25% Wealthcare Capital Partners, LLC 0.21% TOWER TRUST & INVESTMENT Co 0.19% WORLD EQUITY GROUP, INC. 0.18% Veery Capital, LLC 3Y 0.1% Greenfield Savings Bank 3Y 0.09% Lantz Financial LLC 3Y 7Y 0.09% Hennion & Walsh Asset Management, Inc. 3Y 0.08%

FAQ About EAGLE WEALTH STRATEGIES LLC and EXC

These are the practical questions this page is built to answer before you even open the full history table.

How long has EAGLE WEALTH STRATEGIES LLC reported owning EXC?

EAGLE WEALTH STRATEGIES LLC reported EXC across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported EXC position in EAGLE WEALTH STRATEGIES LLC's portfolio?

The largest reported portfolio weight for EXC was 0.15% in 2024 Q3.

What is the latest reported EXC position on this page?

The most recent filing on this page is 2026 Q2, when EAGLE WEALTH STRATEGIES LLC reported 5,865 shares, equal to 0.10% of portfolio, with an estimated market value of $273K.

What does the chart on this EXC ownership page compare?

The chart compares EAGLE WEALTH STRATEGIES LLC's quarterly EXC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EAGLE WEALTH STRATEGIES LLC time their EXC position?

Based on 13F filing dates vs. subsequent EXC price moves, EAGLE WEALTH STRATEGIES LLC correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on EXC relative to SPY over the holding period was +407.7%.

← Back to EAGLE WEALTH STRATEGIES LLC Holdings