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Baldwin Investment Management’s Exelon EXC Stock Holding History

Baldwin 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
Q2 		$301K Hold
6,450
– – 0.03% 201
2026
Q1 		$316K Hold
6,450
– – 0.04% 185
2025
Q4 		$281K Hold
6,450
– – 0.03% 186
2025
Q3 		$290K Buy
+6,450
New +$283K 0.03% 183
2024
Q4 		– Sell
-4,950
Closed -$201K – 205
2024
Q3 		$201K Buy
+4,950
New +$186K 0.03% 211

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

Baldwin Investment Management's EXC Position: Q2 2026 in Review

Baldwin Investment Management held its Exelon (EXC) position steady in Q2 2026 at 6,450 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #201.

Baldwin Investment Management first reported a position in EXC in Q3 2024 and has held it in 5 quarters since. The position peaked at $316K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Baldwin Investment Management held 6,450 shares of Exelon worth $301K as of Q2 2026.
  • Baldwin Investment Management left its Exelon share count unchanged in Q2 2026.
  • Exelon made up 0.03% of Baldwin Investment Management's portfolio in Q2 2026, its #201 holding.
  • Baldwin Investment Management first reported a position in Exelon in Q3 2024 and has held it in 5 quarters since.
  • Baldwin Investment Management's Exelon position peaked at $316K in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.