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Caldwell Sutter Capital’s Exelon EXC Stock Holding History

Caldwell Sutter Capital’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 		$12.6K Hold
271
– – ﹤0.01% 579
2026
Q1 		$13.3K Hold
271
– – 0.01% 528
2025
Q4 		$11.8K Hold
271
– – 0.01% 530
2025
Q3 		$12.2K Hold
271
– – 0.01% 523
2025
Q2 		$11.8K Hold
271
– – 0.01% 515
2025
Q1 		$12.5K Hold
271
– – 0.01% 514
2024
Q4 		$10.2K Hold
271
– – ﹤0.01% 547
2024
Q3 		$11K Hold
271
– – 0.01% 547
2024
Q2 		$9.38K Hold
271
– – ﹤0.01% 561
2024
Q1 		$10.2K Hold
271
– – ﹤0.01% 545
2023
Q4 		$9.73K Buy
271
+10
+4% +$385 ﹤0.01% 551
2023
Q3 		$9.86K Hold
261
– – 0.01% 532
2023
Q2 		$10.6K Buy
261
+43
+20% +$1.78K 0.01% 517
2023
Q1 		$9.13K Buy
+218
New +$9.09K 0.01% 400

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
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

Caldwell Sutter Capital's EXC Position: Q2 2026 in Review

Caldwell Sutter Capital held its Exelon (EXC) position steady in Q2 2026 at 271 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Caldwell Sutter Capital first reported a position in EXC in Q1 2023 and has held it in 14 quarters since. The position peaked at $13.3K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Caldwell Sutter Capital held 271 shares of Exelon worth $12.6K as of Q2 2026.
  • Caldwell Sutter Capital left its Exelon share count unchanged in Q2 2026.
  • Exelon made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #579 holding.
  • Caldwell Sutter Capital first reported a position in Exelon in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's Exelon position peaked at $13.3K in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.