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Anchor Investment Management’s Exelon EXC Stock Holding History

Anchor Investment 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
Q1 		$26.6K Buy
542
+4
+0.7% +$186 ﹤0.01% 695
2025
Q4 		$23.4K Buy
538
+5
+0.9% +$228 ﹤0.01% 707
2025
Q3 		$24K Buy
533
+4
+0.8% +$176 ﹤0.01% 708
2025
Q2 		$23K Hold
529
– – ﹤0.01% 705
2025
Q1 		$24.4K Buy
529
+4
+0.8% +$167 ﹤0.01% 678
2024
Q4 		$19.8K Buy
525
+5
+1% +$194 ﹤0.01% 713
2024
Q3 		$21.1K Buy
520
+464
+829% +$17.4K ﹤0.01% 691
2024
Q2 		$1.94K Hold
56
– – ﹤0.01% 918
2024
Q1 		$2.1K Buy
56
+31
+124% +$1.11K ﹤0.01% 936
2023
Q4 		$898 Hold
25
– – ﹤0.01% 921
2023
Q3 		$945 Hold
25
– – ﹤0.01% 935
2023
Q2 		$1.02K Hold
25
– – ﹤0.01% 921
2023
Q1 		$1.05K Sell
25
-700
-97% -$29.2K ﹤0.01% 942
2022
Q4 		$31.3K Buy
725
+700
+2,800% +$27.7K ﹤0.01% 588
2022
Q3 		$937 Hold
25
– – ﹤0.01% 937
2022
Q2 		$1.13K Sell
25
-225
-90% -$10.6K ﹤0.01% 930
2022
Q1 		$11.9K Buy
+250
New +$10.6K ﹤0.01% 738
2021
Q4 		– Sell
-701
Closed -$24.2K – 1026
2021
Q3 		$24.2K Hold
701
– – ﹤0.01% 622
2021
Q2 		$22.2K Hold
701
– – ﹤0.01% 645
2021
Q1 		$21.9K Buy
+701
New +$21.1K ﹤0.01% 618
2020
Q3 		– Sell
-56
Closed -$1.45K – 914
2020
Q2 		$1.45K Buy
+56
New +$1.49K ﹤0.01% 811
2017
Q3 		– Sell
-25,149
Closed -$647K – 776
2017
Q2 		$647K Buy
25,149
+18,101
+257% +$461K 0.21% 110
2017
Q1 		$181K Sell
7,048
-1,120
-14% -$28.5K 0.06% 247
2016
Q4 		$207K Buy
8,168
+3
+0% +$71 0.08% 224
2016
Q3 		$194K Sell
8,165
-68
-0.8% -$1.71K 0.08% 223
2016
Q2 		$214K Sell
8,233
-3,226
-28% -$79.8K 0.08% 211
2016
Q1 		$293K Buy
+11,459
New +$257K 0.12% 171

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Anchor Investment Management's EXC Position: Q1 2026 in Review

Anchor Investment Management increased its Exelon (EXC) stake by 0.74% in Q1 2026, buying an estimated $186 and bringing the position to 542 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Anchor Investment Management first reported a position in EXC in Q1 2016 and has held it in 27 quarters since. The position peaked at $647K in Q2 2017. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Anchor Investment Management held 542 shares of Exelon worth $26.6K as of Q1 2026.
  • Anchor Investment Management bought 4 Exelon shares in Q1 2026, an estimated $186.
  • Exelon made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #695 holding.
  • Anchor Investment Management first reported a position in Exelon in Q1 2016 and has held it in 27 quarters since.
  • Anchor Investment Management's Exelon position peaked at $647K in Q2 2017.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.