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Bare Financial Services’s Exelon EXC Stock Holding History

Bare Financial Services’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 		$72.6K Sell
1,558
-1,949
-56% -$90.2K 0.02% 84
2026
Q1 		$172K Buy
3,507
+14
+0.4% +$651 0.05% 46
2025
Q4 		$152K Sell
3,493
-1,581
-31% -$72.2K 0.04% 51
2025
Q3 		$228K Buy
5,074
+65
+1% +$2.85K 0.07% 43
2025
Q2 		$217K Buy
5,009
+2,574
+106% +$115K 0.07% 39
2025
Q1 		$112K Hold
2,435
– – 0.04% 46
2024
Q4 		$91.7K Buy
2,435
+2,027
+497% +$78.6K 0.04% 49
2024
Q3 		$16.5K Hold
408
– – 0.01% 88
2024
Q2 		$15.2K Hold
408
– – 0.01% 88
2024
Q1 		$15.3K Sell
408
-3,094
-88% -$111K 0.01% 81
2023
Q4 		$126K Buy
+3,502
New +$135K 0.25% 33

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

Bare Financial Services's EXC Position: Q2 2026 in Review

Bare Financial Services reduced its Exelon (EXC) stake by 56% in Q2 2026, selling an estimated $90.2K and leaving 1,558 shares worth $72.6K. The position accounts for 0.02% of the portfolio, ranked #84.

Bare Financial Services first reported a position in EXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $228K in Q3 2025. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Bare Financial Services held 1,558 shares of Exelon worth $72.6K as of Q2 2026.
  • Bare Financial Services sold 1,949 Exelon shares in Q2 2026, an estimated $90.2K.
  • Exelon made up 0.02% of Bare Financial Services's portfolio in Q2 2026, its #84 holding.
  • Bare Financial Services first reported a position in Exelon in Q4 2023 and has held it in 11 quarters since.
  • Bare Financial Services's Exelon position peaked at $228K in Q3 2025.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.