CFO
EXC icon

Callan Family Office’s Exelon EXC Stock Holding History

Callan Family Office’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 		$860K Buy
18,452
+422
+2% +$19.5K 0.02% 637
2026
Q1 		$884K Sell
18,030
-1,648
-8% -$76.7K 0.02% 598
2025
Q4 		$858K Buy
19,678
+3,697
+23% +$169K 0.02% 592
2025
Q3 		$719K Sell
15,981
-2,094
-12% -$92K 0.02% 442
2025
Q2 		$785K Buy
18,075
+12,306
+213% +$548K 0.02% 454
2025
Q1 		$266K Sell
5,769
-598
-9% -$25K 0.02% 453
2024
Q4 		$240K Buy
+6,367
New +$247K 0.02% 555

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

Callan Family Office's EXC Position: Q2 2026 in Review

Callan Family Office increased its Exelon (EXC) stake by 2.3% in Q2 2026, buying an estimated $19.5K and bringing the position to 18,452 shares worth $860K. The position accounts for 0.02% of the portfolio, ranked #637.

Callan Family Office first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $884K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Callan Family Office held 18,452 shares of Exelon worth $860K as of Q2 2026.
  • Callan Family Office bought 422 Exelon shares in Q2 2026, an estimated $19.5K.
  • Exelon made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #637 holding.
  • Callan Family Office first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Exelon position peaked at $884K in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.