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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Catalyst Financial Partners's EXC Position: Q1 2026 in Review

Catalyst Financial Partners reduced its Exelon (EXC) stake by 29% in Q1 2026, selling an estimated $211K and leaving 10,991 shares worth $539K. The position accounts for 0.06% of the portfolio, ranked #187.

Catalyst Financial Partners first reported a position in EXC in Q4 2022 and has held it in 14 quarters since. The position peaked at $677K in Q4 2025. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Catalyst Financial Partners held 10,991 shares of Exelon worth $539K as of Q1 2026.
  • Catalyst Financial Partners sold 4,537 Exelon shares in Q1 2026, an estimated $211K.
  • Exelon made up 0.06% of Catalyst Financial Partners's portfolio in Q1 2026, its #187 holding.
  • Catalyst Financial Partners first reported a position in Exelon in Q4 2022 and has held it in 14 quarters since.
  • Catalyst Financial Partners's Exelon position peaked at $677K in Q4 2025.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.