Atom Investors’s Exelon EXC Stock Holding History

Atom Investors’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	–	Sell	-8,472	Closed	-$369K	–	719
2025 Q4	$369K	Sell	8,472 -2,369	-22%	-$108K	0.03%	422
2025 Q3	$488K	Buy	10,841 +2,340	+28%	+$103K	0.04%	363
2025 Q2	$369K	Sell	8,501 -240	-3%	-$10.7K	0.03%	401
2025 Q1	$403K	Buy	8,741 +949	+12%	+$39.7K	0.05%	325
2024 Q4	$293K	Sell	7,792 -1,787	-19%	-$69.3K	0.04%	385
2024 Q3	$388K	Sell	9,579 -19,743	-67%	-$742K	0.04%	342
2024 Q2	$1.01M	Sell	29,322 -26,822	-48%	-$990K	0.1%	249
2024 Q1	$2.11M	Buy	56,144 +3,203	+6%	+$114K	0.26%	122
2023 Q4	$1.9M	Buy	52,941 +972	+2%	+$37.4K	0.34%	99
2023 Q3	$1.96M	Buy	+51,969	New	+$2.12M	0.45%	47
2023 Q2	–	Sell	-5,365	Closed	-$225K	–	323
2023 Q1	$225K	Buy	+5,365	New	+$224K	0.12%	189
2022 Q4	–	Sell	-8,466	Closed	-$317K	–	254
2022 Q3	$317K	Buy	+8,466	New	+$374K	0.11%	180
2022 Q2	–	Sell	-16,565	Closed	-$789K	–	275
2022 Q1	$789K	Buy	+16,565	New	+$702K	0.37%	67

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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 Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return