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BTG Pactual Asset Management US’s Exelon EXC Stock Holding History

BTG Pactual Asset Management US’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 		– Sell
-206,408
Closed -$9M – 362
2025
Q4 		$9M Buy
206,408
+46,401
+29% +$2.12M 0.88% 29
2025
Q3 		$7.2M Buy
160,007
+55,274
+53% +$2.43M 0.34% 35
2025
Q2 		$4.55M Buy
104,733
+71,476
+215% +$3.18M 0.5% 56
2025
Q1 		$1.53M Sell
33,257
-234,507
-88% -$9.8M 0.16% 120
2024
Q4 		$10.1M Buy
267,764
+108,463
+68% +$4.21M 1.05% 22
2024
Q3 		$6.46M Buy
159,301
+124,245
+354% +$4.67M 0.56% 51
2024
Q2 		$1.21M Buy
+35,056
New +$1.29M 0.18% 89

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

BTG Pactual Asset Management US's EXC Position: Q1 2026 in Review

BTG Pactual Asset Management US sold out of Exelon (EXC) in Q1 2026, closing a stake of 206,408 shares — an estimated $9M sold.

BTG Pactual Asset Management US first reported a position in EXC in Q2 2024 and held it in 7 quarters. The position peaked at $10.1M in Q4 2024. 1,285 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • BTG Pactual Asset Management US reported no remaining Exelon position as of Q1 2026 after selling out during the quarter.
  • BTG Pactual Asset Management US sold 206,408 Exelon shares in Q1 2026, an estimated $9M.
  • BTG Pactual Asset Management US first reported a position in Exelon in Q2 2024 and held it in 7 quarters.
  • BTG Pactual Asset Management US's Exelon position peaked at $10.1M in Q4 2024.
  • 1,285 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on BTG Pactual Asset Management US's 13F filing for Q1 2026, filed 14 May 2026.