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Catalyst Financial Partners’s Exelon EXC Stock Holding History

Catalyst Financial Partners’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 		$567K Buy
12,172
+1,181
+11% +$54.6K 0.06% 199
2026
Q1 		$539K Sell
10,991
-4,537
-29% -$211K 0.06% 187
2025
Q4 		$677K Buy
15,528
+5,477
+54% +$250K 0.08% 138
2025
Q3 		$452K Buy
10,051
+98
+1% +$4.3K 0.05% 181
2025
Q2 		$432K Buy
9,953
+192
+2% +$8.55K 0.05% 183
2025
Q1 		$450K Buy
9,761
+230
+2% +$9.61K 0.08% 163
2024
Q4 		$359K Sell
9,531
-589
-6% -$22.8K 0.07% 178
2024
Q3 		$410K Buy
10,120
+410
+4% +$15.4K 0.08% 155
2024
Q2 		$336K Buy
9,710
+110
+1% +$4.06K 0.07% 171
2024
Q1 		$350K Buy
9,600
+48
+0.5% +$1.72K 0.09% 150
2023
Q4 		$343K Sell
9,552
-516
-5% -$19.9K 0.1% 147
2023
Q3 		$380K Buy
10,068
+874
+10% +$35.6K 0.12% 121
2023
Q2 		$375K Sell
9,194
-93
-1% -$3.85K 0.13% 111
2023
Q1 		$389K Buy
9,287
+341
+4% +$14.2K 0.17% 96
2022
Q4 		$387K Buy
+8,946
New +$353K 0.2% 79

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

Catalyst Financial Partners's EXC Position: Q2 2026 in Review

Catalyst Financial Partners increased its Exelon (EXC) stake by 11% in Q2 2026, buying an estimated $54.6K and bringing the position to 12,172 shares worth $567K. The position accounts for 0.06% of the portfolio, ranked #199.

Catalyst Financial Partners first reported a position in EXC in Q4 2022 and has held it in 15 quarters since. The position peaked at $677K in Q4 2025. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Catalyst Financial Partners held 12,172 shares of Exelon worth $567K as of Q2 2026.
  • Catalyst Financial Partners bought 1,181 Exelon shares in Q2 2026, an estimated $54.6K.
  • Exelon made up 0.06% of Catalyst Financial Partners's portfolio in Q2 2026, its #199 holding.
  • Catalyst Financial Partners first reported a position in Exelon in Q4 2022 and has held it in 15 quarters since.
  • Catalyst Financial Partners's Exelon position peaked at $677K in Q4 2025.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.