Capital Group Private Client Services’s Exelon EXC Stock Holding History

Capital Group Private Client Services’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	-9,565	Closed	-$417K	–	264
2025 Q4	$417K	Buy	+9,565	New	+$437K	0.01%	254
2023 Q1	–	Sell	-586,092	Closed	-$25.3M	–	241
2022 Q4	$25.3M	Sell	586,092 -221,944	-27%	-$8.77M	0.32%	88
2022 Q3	$30.3M	Sell	808,036 -4,701	-0.6%	-$208K	0.42%	74
2022 Q2	$36.8M	Sell	812,737 -9,316	-1%	-$438K	0.48%	71
2022 Q1	$39.2M	Sell	822,053 -314,004	-28%	-$13.3M	0.43%	73
2021 Q4	$46.8M	Sell	1,136,057 -12,466	-1%	-$469K	0.5%	65
2021 Q3	$39.6M	Buy	+1,148,523	New	+$39.2M	0.46%	73

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Capital Group Private Client Services's EXC Position: Q1 2026 in Review

Capital Group Private Client Services sold out of Exelon (EXC) in Q1 2026, closing a stake of 9,565 shares — an estimated $417K sold.

Capital Group Private Client Services first reported a position in EXC in Q3 2021 and held it in 7 quarters. The position peaked at $46.8M in Q4 2021. 1,286 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Capital Group Private Client Services reported no remaining Exelon position as of Q1 2026 after selling out during the quarter.
Capital Group Private Client Services sold 9,565 Exelon shares in Q1 2026, an estimated $417K.
Capital Group Private Client Services first reported a position in Exelon in Q3 2021 and held it in 7 quarters.
Capital Group Private Client Services's Exelon position peaked at $46.8M in Q4 2021.
1,286 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.