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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
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 $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

Atomi Financial Group's EXC Position: Q1 2026 in Review

Atomi Financial Group increased its Exelon (EXC) stake by 5% in Q1 2026, buying an estimated $24.9K and bringing the position to 11,318 shares worth $555K. The position accounts for 0.02% of the portfolio, ranked #677.

Atomi Financial Group first reported a position in EXC in Q1 2025 and has held it in 5 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Atomi Financial Group held 11,318 shares of Exelon worth $555K as of Q1 2026.
  • Atomi Financial Group bought 536 Exelon shares in Q1 2026, an estimated $24.9K.
  • Exelon made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #677 holding.
  • Atomi Financial Group first reported a position in Exelon in Q1 2025 and has held it in 5 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.