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Bruce G. Allen Investments’s Exelon EXC Stock Holding History

Bruce G. Allen Investments’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 		$24.8K Sell
533
-11
-2% -$509 0.02% 378
2026
Q1 		$26.7K Buy
544
+12
+2% +$558 0.02% 357
2025
Q4 		$23.2K Hold
532
– – 0.02% 379
2025
Q3 		$23.9K Hold
532
– – 0.02% 376
2025
Q2 		$23.1K Hold
532
– – 0.02% 376
2025
Q1 		$24.5K Sell
532
-46
-8% -$1.92K 0.02% 362
2024
Q4 		$21.8K Hold
578
– – 0.02% 371
2024
Q3 		$23.4K Sell
578
-8
-1% -$301 0.02% 366
2024
Q2 		$20.3K Buy
586
+51
+10% +$1.88K 0.02% 366
2024
Q1 		$20.1K Sell
535
-405
-43% -$14.5K 0.02% 380
2023
Q4 		$33.7K Buy
+940
New +$36.2K 0.03% 298

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

Bruce G. Allen Investments's EXC Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Exelon (EXC) stake by 2% in Q2 2026, selling an estimated $509 and leaving 533 shares worth $24.8K. The position accounts for 0.02% of the portfolio, ranked #378.

Bruce G. Allen Investments first reported a position in EXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $33.7K in Q4 2023. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Bruce G. Allen Investments held 533 shares of Exelon worth $24.8K as of Q2 2026.
  • Bruce G. Allen Investments sold 11 Exelon shares in Q2 2026, an estimated $509.
  • Exelon made up 0.02% of Bruce G. Allen Investments's portfolio in Q2 2026, its #378 holding.
  • Bruce G. Allen Investments first reported a position in Exelon in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Exelon position peaked at $33.7K in Q4 2023.
  • 1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.