AG
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Ascent Group’s Exelon EXC Stock Holding History

Ascent Group’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 		$2.52M Buy
54,024
+9,266
+21% +$429K 0.08% 229
2026
Q1 		$2.19M Buy
44,758
+3,447
+8% +$160K 0.08% 236
2025
Q4 		$1.8M Buy
41,311
+2,683
+7% +$122K 0.06% 263
2025
Q3 		$1.74M Buy
38,628
+8,544
+28% +$375K 0.06% 269
2025
Q2 		$1.31M Buy
+30,084
New +$1.34M 0.05% 285

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

Ascent Group's EXC Position: Q2 2026 in Review

Ascent Group increased its Exelon (EXC) stake by 21% in Q2 2026, buying an estimated $429K and bringing the position to 54,024 shares worth $2.52M. The position accounts for 0.08% of the portfolio, ranked #229.

Ascent Group first reported a position in EXC in Q2 2025 and has held it in 5 quarters since. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Ascent Group held 54,024 shares of Exelon worth $2.52M as of Q2 2026.
  • Ascent Group bought 9,266 Exelon shares in Q2 2026, an estimated $429K.
  • Exelon made up 0.08% of Ascent Group's portfolio in Q2 2026, its #229 holding.
  • Ascent Group first reported a position in Exelon in Q2 2025 and has held it in 5 quarters since.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.