Bearing Point Capital’s Exelon EXC Stock Holding History

Bearing Point Capital’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	$308K	Hold	6,287	–	–	0.05%	148
2025 Q4	$274K	Hold	6,287	–	–	0.04%	163
2025 Q3	$283K	Hold	6,287	–	–	0.05%	148
2025 Q2	$273K	Sell	6,287 -63	-1%	-$2.81K	0.05%	146
2025 Q1	$293K	Buy	6,350 +175	+3%	+$7.32K	0.06%	142
2024 Q4	$232K	Buy	+6,175	New	+$240K	0.05%	153

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

Bearing Point Capital's EXC Position: Q1 2026 in Review

Bearing Point Capital held its Exelon (EXC) position steady in Q1 2026 at 6,287 shares worth $308K. The position accounts for 0.05% of the portfolio, ranked #148.

Bearing Point Capital first reported a position in EXC in Q4 2024 and has held it in 6 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Bearing Point Capital held 6,287 shares of Exelon worth $308K as of Q1 2026.
Bearing Point Capital left its Exelon share count unchanged in Q1 2026.
Exelon made up 0.05% of Bearing Point Capital's portfolio in Q1 2026, its #148 holding.
Bearing Point Capital first reported a position in Exelon in Q4 2024 and has held it in 6 quarters since.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.