Advisors Capital Management’s Exelon EXC Stock Holding History

Advisors Capital Management’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	$487K	Buy	10,447 +2,884	+38%	+$133K	0.01%	440
2026 Q1	$371K	Sell	7,563 -489,361	-98%	-$22.8M	﹤0.01%	451
2025 Q4	$21.7M	Buy	496,924 +8,218	+2%	+$375K	0.25%	119
2025 Q3	$22M	Buy	488,706 +18,174	+4%	+$798K	0.27%	112
2025 Q2	$20.4M	Buy	470,532 +7,110	+2%	+$317K	0.28%	109
2025 Q1	$21.4M	Buy	+463,422	New	+$19.4M	0.33%	98

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

Advisors Capital Management's EXC Position: Q2 2026 in Review

Advisors Capital Management increased its Exelon (EXC) stake by 38% in Q2 2026, buying an estimated $133K and bringing the position to 10,447 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #440.

Advisors Capital Management first reported a position in EXC in Q1 2025 and has held it in 6 quarters since. The position peaked at $22M in Q3 2025. 1,288 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Advisors Capital Management held 10,447 shares of Exelon worth $487K as of Q2 2026.
Advisors Capital Management bought 2,884 Exelon shares in Q2 2026, an estimated $133K.
Exelon made up 0.01% of Advisors Capital Management's portfolio in Q2 2026, its #440 holding.
Advisors Capital Management first reported a position in Exelon in Q1 2025 and has held it in 6 quarters since.
Advisors Capital Management's Exelon position peaked at $22M in Q3 2025.
1,288 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.