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Azimuth Capital Investment Management’s Exelon EXC Stock Holding History

Azimuth Capital Investment Management’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 		$613K Buy
12,495
+595
+5% +$27.7K 0.02% 230
2025
Q4 		$519K Buy
11,900
+250
+2% +$11.4K 0.02% 240
2025
Q3 		$524K Sell
11,650
-200
-2% -$8.78K 0.02% 240
2025
Q2 		$515K Sell
11,850
-200
-2% -$8.9K 0.02% 242
2025
Q1 		$555K Buy
12,050
+50
+0.4% +$2.09K 0.02% 238
2024
Q4 		$452K Hold
12,000
– – 0.02% 251
2024
Q3 		$487K Sell
12,000
-1,306
-10% -$49.1K 0.02% 250
2024
Q2 		$461K Sell
13,306
-150
-1% -$5.54K 0.02% 249
2024
Q1 		$506K Sell
13,456
-100
-0.7% -$3.57K 0.02% 242
2023
Q4 		$487K Buy
13,556
+2,465
+22% +$94.9K 0.02% 240
2023
Q3 		$419K Buy
11,091
+135
+1% +$5.5K 0.02% 247
2023
Q2 		$446K Hold
10,956
– – 0.02% 248
2023
Q1 		$459K Buy
10,956
+100
+0.9% +$4.17K 0.02% 252
2022
Q4 		$469K Buy
10,856
+950
+10% +$37.5K 0.02% 256
2022
Q3 		$371K Sell
9,906
-400
-4% -$17.7K 0.02% 260
2022
Q2 		$467K Buy
+10,306
New +$485K 0.02% 257

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

Azimuth Capital Investment Management's EXC Position: Q1 2026 in Review

Azimuth Capital Investment Management increased its Exelon (EXC) stake by 5% in Q1 2026, buying an estimated $27.7K and bringing the position to 12,495 shares worth $613K. The position accounts for 0.02% of the portfolio, ranked #230.

Azimuth Capital Investment Management first reported a position in EXC in Q2 2022 and has held it in 16 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Azimuth Capital Investment Management held 12,495 shares of Exelon worth $613K as of Q1 2026.
  • Azimuth Capital Investment Management bought 595 Exelon shares in Q1 2026, an estimated $27.7K.
  • Exelon made up 0.02% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #230 holding.
  • Azimuth Capital Investment Management first reported a position in Exelon in Q2 2022 and has held it in 16 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q1 2026, filed 12 May 2026.