Baker Avenue Asset Management’s Exelon EXC Stock Holding History

Baker Avenue Asset 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	$340K	Buy	6,928 +1,047	+18%	+$48.7K	0.01%	563
2025 Q4	$256K	Buy	+5,881	New	+$268K	0.01%	547
2023 Q4	–	Sell	-293	Closed	-$11.1K	–	720
2023 Q3	$11.1K	Buy	293 +71	+32%	+$2.89K	﹤0.01%	748
2023 Q2	$9.06K	Sell	222 -990	-82%	-$40.9K	﹤0.01%	751
2023 Q1	$50.8K	Buy	1,212 +998	+466%	+$41.6K	﹤0.01%	530
2022 Q4	$9.25K	Buy	+214	New	+$8.46K	﹤0.01%	719
2022 Q3	–	Sell	-6,985	Closed	-$317K	–	346
2022 Q2	$317K	Buy	6,985 +1,734	+33%	+$81.5K	0.02%	260
2022 Q1	$250K	Buy	+5,251	New	+$222K	0.01%	279

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Baker Avenue Asset Management's EXC Position: Q1 2026 in Review

Baker Avenue Asset Management increased its Exelon (EXC) stake by 18% in Q1 2026, buying an estimated $48.7K and bringing the position to 6,928 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #563.

Baker Avenue Asset Management first reported a position in EXC in Q1 2022 and has held it in 8 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Baker Avenue Asset Management held 6,928 shares of Exelon worth $340K as of Q1 2026.
Baker Avenue Asset Management bought 1,047 Exelon shares in Q1 2026, an estimated $48.7K.
Exelon made up 0.01% of Baker Avenue Asset Management's portfolio in Q1 2026, its #563 holding.
Baker Avenue Asset Management first reported a position in Exelon in Q1 2022 and has held it in 8 quarters since.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.