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 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 $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

Black Diamond Financial's EXC Position: Q1 2026 in Review

Black Diamond Financial increased its Exelon (EXC) stake by 0.15% in Q1 2026, buying an estimated $1.02K and bringing the position to 15,177 shares worth $744K. The position accounts for 0.08% of the portfolio, ranked #87.

Black Diamond Financial first reported a position in EXC in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.06M in Q1 2022. 1,278 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Black Diamond Financial held 15,177 shares of Exelon worth $744K as of Q1 2026.
Black Diamond Financial bought 22 Exelon shares in Q1 2026, an estimated $1.02K.
Exelon made up 0.08% of Black Diamond Financial's portfolio in Q1 2026, its #87 holding.
Black Diamond Financial first reported a position in Exelon in Q1 2022 and has held it in 17 quarters since.
Black Diamond Financial's Exelon position peaked at $1.06M in Q1 2022.
1,278 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Black Diamond Financial's 13F filing for Q1 2026, filed 5 May 2026.