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AlphaCore Capital’s Exelon EXC Stock Holding History

AlphaCore Capital’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 		$293K Buy
+6,275
New +$290K 0.01% 932
2026
Q1 		– Sell
-16,321
Closed -$711K – 1326
2025
Q4 		$711K Buy
16,321
+3,194
+24% +$146K 0.02% 504
2025
Q3 		$591K Buy
13,127
+10,906
+491% +$479K 0.02% 413
2025
Q2 		$96.4K Buy
+2,221
New +$98.9K ﹤0.01% 711

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

AlphaCore Capital's EXC Position: Q2 2026 in Review

AlphaCore Capital opened a new position in Exelon (EXC) in Q2 2026: 6,275 shares worth $293K. The stake represents 0.01% of the portfolio and ranks #932 among its holdings. This is a return to the name: AlphaCore Capital previously reported a position in EXC as recently as Q4 2025.

AlphaCore Capital first reported a position in EXC in Q2 2025 and has held it in 4 quarters since. The position peaked at $711K in Q4 2025. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • AlphaCore Capital held 6,275 shares of Exelon worth $293K as of Q2 2026.
  • Exelon was a new AlphaCore Capital position in Q2 2026.
  • Exelon made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #932 holding.
  • AlphaCore Capital first reported a position in Exelon in Q2 2025 and has held it in 4 quarters since.
  • AlphaCore Capital's Exelon position peaked at $711K in Q4 2025.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.