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Brown, Lisle/Cummings’s Exelon EXC Stock Holding History

Brown, Lisle/Cummings’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 		$38.1K Buy
817
+17
+2% +$786 0.01% 428
2026
Q1 		$39.2K Hold
800
– – 0.01% 389
2025
Q4 		$34.9K Hold
800
– – 0.01% 377
2025
Q3 		$36K Hold
800
– – 0.01% 374
2025
Q2 		$34.7K Hold
800
– – 0.01% 369
2025
Q1 		$36.9K Hold
800
– – 0.01% 358
2024
Q4 		$30.1K Buy
+800
New +$31K 0.01% 372

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Brown, Lisle/Cummings's EXC Position: Q2 2026 in Review

Brown, Lisle/Cummings increased its Exelon (EXC) stake by 2.1% in Q2 2026, buying an estimated $786 and bringing the position to 817 shares worth $38.1K. The position accounts for 0.01% of the portfolio, ranked #428.

Brown, Lisle/Cummings first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.2K in Q1 2026. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Brown, Lisle/Cummings held 817 shares of Exelon worth $38.1K as of Q2 2026.
  • Brown, Lisle/Cummings bought 17 Exelon shares in Q2 2026, an estimated $786.
  • Exelon made up 0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #428 holding.
  • Brown, Lisle/Cummings first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
  • Brown, Lisle/Cummings's Exelon position peaked at $39.2K in Q1 2026.
  • 1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.