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Avanza Fonder’s Exelon EXC Stock Holding History

Avanza Fonder’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 		$5.67M Hold
121,705
– – 0.12% 159
2026
Q1 		$5.97M Hold
121,705
– – 0.17% 127
2025
Q4 		$5.31M Buy
121,705
+16,978
+16% +$775K 0.13% 144
2025
Q3 		$4.71M Hold
104,727
– – 0.12% 139
2025
Q2 		$4.55M Buy
104,727
+1,306
+1% +$58.1K 0.13% 135
2025
Q1 		$4.75M Sell
103,421
-1,702
-2% -$71.1K 0.16% 120
2024
Q4 		$3.96M Buy
+105,123
New +$4.08M 0.12% 150

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

Avanza Fonder's EXC Position: Q2 2026 in Review

Avanza Fonder held its Exelon (EXC) position steady in Q2 2026 at 121,705 shares worth $5.67M. The position accounts for 0.12% of the portfolio, ranked #159.

Avanza Fonder first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.97M in Q1 2026. 1,291 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Avanza Fonder held 121,705 shares of Exelon worth $5.67M as of Q2 2026.
  • Avanza Fonder left its Exelon share count unchanged in Q2 2026.
  • Exelon made up 0.12% of Avanza Fonder's portfolio in Q2 2026, its #159 holding.
  • Avanza Fonder first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
  • Avanza Fonder's Exelon position peaked at $5.97M in Q1 2026.
  • 1,291 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Avanza Fonder's 13F filing for Q2 2026, filed 17 Jul 2026.