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Avail Investment Partners’s Exelon EXC Stock Holding History

Avail Investment Partners’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 		$388K Buy
8,316
+1,048
+14% +$48.5K 0.3% 90
2026
Q1 		$356K Buy
+7,268
New +$338K 0.38% 75

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

Avail Investment Partners's EXC Position: Q2 2026 in Review

Avail Investment Partners increased its Exelon (EXC) stake by 14% in Q2 2026, buying an estimated $48.5K and bringing the position to 8,316 shares worth $388K. The position accounts for 0.3% of the portfolio, ranked #90.

Avail Investment Partners first reported a position in EXC in Q1 2026 and has held it in 2 quarters since. 1,284 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Avail Investment Partners held 8,316 shares of Exelon worth $388K as of Q2 2026.
  • Avail Investment Partners bought 1,048 Exelon shares in Q2 2026, an estimated $48.5K.
  • Exelon made up 0.3% of Avail Investment Partners's portfolio in Q2 2026, its #90 holding.
  • Avail Investment Partners first reported a position in Exelon in Q1 2026 and has held it in 2 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Avail Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.