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Atomi Financial Group’s Exelon EXC Stock Holding History

Atomi Financial 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 		$626K Buy
13,417
+2,099
+19% +$97.1K 0.02% 673
2026
Q1 		$555K Buy
11,318
+536
+5% +$24.9K 0.02% 677
2025
Q4 		$470K Buy
10,782
+591
+6% +$27K 0.01% 716
2025
Q3 		$459K Buy
10,191
+2,378
+30% +$104K 0.01% 676
2025
Q2 		$339K Sell
7,813
-178
-2% -$7.92K 0.01% 753
2025
Q1 		$368K Buy
+7,991
New +$334K 0.02% 671

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

Atomi Financial Group's EXC Position: Q2 2026 in Review

Atomi Financial Group increased its Exelon (EXC) stake by 19% in Q2 2026, buying an estimated $97.1K and bringing the position to 13,417 shares worth $626K. The position accounts for 0.02% of the portfolio, ranked #673.

Atomi Financial Group first reported a position in EXC in Q1 2025 and has held it in 6 quarters since. 1,291 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Atomi Financial Group held 13,417 shares of Exelon worth $626K as of Q2 2026.
  • Atomi Financial Group bought 2,099 Exelon shares in Q2 2026, an estimated $97.1K.
  • Exelon made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #673 holding.
  • Atomi Financial Group first reported a position in Exelon in Q1 2025 and has held it in 6 quarters since.
  • 1,291 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.