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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Bruce G. Allen Investments's EXC Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Exelon (EXC) stake by 2.3% in Q1 2026, buying an estimated $558 and bringing the position to 544 shares worth $26.7K. The position accounts for 0.02% of the portfolio, ranked #357.

Bruce G. Allen Investments first reported a position in EXC in Q4 2023 and has held it in 10 quarters since. The position peaked at $33.7K in Q4 2023. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Bruce G. Allen Investments held 544 shares of Exelon worth $26.7K as of Q1 2026.
  • Bruce G. Allen Investments bought 12 Exelon shares in Q1 2026, an estimated $558.
  • Exelon made up 0.02% of Bruce G. Allen Investments's portfolio in Q1 2026, its #357 holding.
  • Bruce G. Allen Investments first reported a position in Exelon in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Exelon position peaked at $33.7K in Q4 2023.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.