BPC
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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
Q2 		$386K Buy
8,287
+2,000
+32% +$92.5K 0.05% 170
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
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

Bearing Point Capital's EXC Position: Q2 2026 in Review

Bearing Point Capital increased its Exelon (EXC) stake by 32% in Q2 2026, buying an estimated $92.5K and bringing the position to 8,287 shares worth $386K. The position accounts for 0.05% of the portfolio, ranked #170.

Bearing Point Capital first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Bearing Point Capital held 8,287 shares of Exelon worth $386K as of Q2 2026.
  • Bearing Point Capital bought 2,000 Exelon shares in Q2 2026, an estimated $92.5K.
  • Exelon made up 0.05% of Bearing Point Capital's portfolio in Q2 2026, its #170 holding.
  • Bearing Point Capital first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.