Black Diamond Financial’s Exelon EXC Stock Holding History

Black Diamond Financial’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	$706K	Sell	15,146 -31	-0.2%	-$1.43K	0.06%	95
2026 Q1	$744K	Buy	15,177 +22	+0.1%	+$1.02K	0.08%	87
2025 Q4	$661K	Buy	15,155 +1,003	+7%	+$45.8K	0.07%	87
2025 Q3	$637K	Buy	14,152 +3	+0%	+$132	0.07%	87
2025 Q2	$614K	Buy	14,149 +2	+0%	+$89	0.1%	80
2025 Q1	$652K	Buy	14,147 +3	+0%	+$125	0.1%	82
2024 Q4	$532K	Sell	14,144 -4	-0%	-$155	0.08%	84
2024 Q3	$574K	Buy	14,148 +81	+0.6%	+$3.05K	0.1%	77
2024 Q2	$487K	Buy	14,067 +279	+2%	+$10.3K	0.09%	85
2024 Q1	$495K	Hold	13,788	–	–	0.13%	70
2023 Q4	$495K	Hold	13,788	–	–	0.13%	70
2023 Q3	$521K	Hold	13,788	–	–	0.16%	64
2023 Q2	$562K	Hold	13,788	–	–	0.17%	59
2023 Q1	$578K	Hold	13,788	–	–	0.19%	57
2022 Q4	$596K	Hold	13,788	–	–	0.22%	55
2022 Q3	$516K	Sell	13,788 -8,559	-38%	-$378K	0.21%	60
2022 Q2	$1.01M	Hold	22,347	–	–	0.4%	40
2022 Q1	$1.06M	Buy	+22,347	New	+$947K	0.34%	44

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Black Diamond Financial's EXC Position: Q2 2026 in Review

Black Diamond Financial reduced its Exelon (EXC) stake by 0.2% in Q2 2026, selling an estimated $1.43K and leaving 15,146 shares worth $706K. The position accounts for 0.06% of the portfolio, ranked #95.

Black Diamond Financial first reported a position in EXC in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.06M in Q1 2022. 1,291 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Black Diamond Financial held 15,146 shares of Exelon worth $706K as of Q2 2026.
Black Diamond Financial sold 31 Exelon shares in Q2 2026, an estimated $1.43K.
Exelon made up 0.06% of Black Diamond Financial's portfolio in Q2 2026, its #95 holding.
Black Diamond Financial first reported a position in Exelon in Q1 2022 and has held it in 18 quarters since.
Black Diamond Financial's Exelon position peaked at $1.06M in Q1 2022.
1,291 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.