Cary Street Partners’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$490K Buy
10,507
+141
+1% +$6.52K 0.01% 670
2026
Q1
$508K Buy
10,366
+1,756
+20% +$81.7K 0.01% 593
2025
Q4
$375K Buy
+8,610
New +$393K 0.01% 671

Other funds holding EXC

Cary Street Partners's EXC Position: Q2 2026 in Review

Cary Street Partners increased its Exelon (EXC) stake by 1.4% in Q2 2026, buying an estimated $6.52K and bringing the position to 10,507 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #670.

Cary Street Partners first reported a position in EXC in Q4 2025 and has held it in 3 quarters since. The position peaked at $508K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Cary Street Partners held 10,507 shares of Exelon worth $490K as of Q2 2026.
  • Cary Street Partners bought 141 Exelon shares in Q2 2026, an estimated $6.52K.
  • Exelon made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #670 holding.
  • Cary Street Partners first reported a position in Exelon in Q4 2025 and has held it in 3 quarters since.
  • Cary Street Partners's Exelon position peaked at $508K in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.