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Bay Colony Advisors’s Exelon EXC Stock Holding History

Bay Colony Advisors’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 		$495K Buy
10,621
+700
+7% +$32.4K 0.05% 263
2026
Q1 		$486K Sell
9,921
-115
-1% -$5.35K 0.06% 264
2025
Q4 		$437K Sell
10,036
-700
-7% -$31.9K 0.05% 306
2025
Q3 		$483K Buy
10,736
+807
+8% +$35.4K 0.06% 301
2025
Q2 		$431K Buy
9,929
+1,298
+15% +$57.8K 0.06% 269
2025
Q1 		$386K Buy
8,631
+2,106
+32% +$88K 0.06% 286
2024
Q4 		$246K Buy
6,525
+682
+12% +$26.5K 0.04% 377
2024
Q3 		$237K Buy
+5,843
New +$220K 0.04% 369
2024
Q2 		– Sell
-5,510
Closed -$207K – 433
2024
Q1 		$207K Buy
+5,510
New +$197K 0.04% 366
2023
Q4 		– Sell
-5,537
Closed -$209K – 397
2023
Q3 		$209K Buy
+5,537
New +$226K 0.05% 303
2022
Q2 		– Sell
-7,741
Closed -$369K – 354
2022
Q1 		$369K Sell
7,741
-3,056
-28% -$129K 0.09% 229
2021
Q4 		$445K Buy
10,797
+180
+2% +$6.78K 0.13% 198
2021
Q3 		$366K Sell
10,617
-94
-0.9% -$3.21K 0.12% 207
2021
Q2 		$339K Buy
10,711
+464
+5% +$14.9K 0.11% 223
2021
Q1 		$320K Buy
+10,247
New +$308K 0.12% 211
2020
Q4 		– Sell
-9,159
Closed -$234K – 289
2020
Q3 		$234K Buy
+9,159
New +$243K 0.15% 204
2020
Q2 		– Sell
-10,000
Closed -$263K – 210
2020
Q1 		$263K Buy
+10,000
New +$314K 0.24% 124

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

Bay Colony Advisors's EXC Position: Q2 2026 in Review

Bay Colony Advisors increased its Exelon (EXC) stake by 7.1% in Q2 2026, buying an estimated $32.4K and bringing the position to 10,621 shares worth $495K. The position accounts for 0.05% of the portfolio, ranked #263.

Bay Colony Advisors first reported a position in EXC in Q1 2020 and has held it in 17 quarters since. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Bay Colony Advisors held 10,621 shares of Exelon worth $495K as of Q2 2026.
  • Bay Colony Advisors bought 700 Exelon shares in Q2 2026, an estimated $32.4K.
  • Exelon made up 0.05% of Bay Colony Advisors's portfolio in Q2 2026, its #263 holding.
  • Bay Colony Advisors first reported a position in Exelon in Q1 2020 and has held it in 17 quarters since.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.