Certuity’s Exelon EXC Stock Holding History

Certuity’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	$393K	Buy	8,017 +2,021	+34%	+$94K	0.03%	358
2025 Q4	$261K	Buy	+5,996	New	+$274K	0.02%	467
2022 Q2	–	Sell	-4,691	Closed	-$223K	–	243
2022 Q1	$223K	Sell	4,691 -722	-13%	-$30.6K	0.05%	269
2021 Q4	$223K	Sell	5,413 -1,059	-16%	-$39.9K	0.05%	270
2021 Q3	$223K	Sell	6,472 -210	-3%	-$7.18K	0.04%	340
2021 Q2	$211K	Buy	+6,682	New	+$215K	0.05%	308

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Certuity's EXC Position: Q1 2026 in Review

Certuity increased its Exelon (EXC) stake by 34% in Q1 2026, buying an estimated $94K and bringing the position to 8,017 shares worth $393K. The position accounts for 0.03% of the portfolio, ranked #358.

Certuity first reported a position in EXC in Q2 2021 and has held it in 6 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Certuity held 8,017 shares of Exelon worth $393K as of Q1 2026.
Certuity bought 2,021 Exelon shares in Q1 2026, an estimated $94K.
Exelon made up 0.03% of Certuity's portfolio in Q1 2026, its #358 holding.
Certuity first reported a position in Exelon in Q2 2021 and has held it in 6 quarters since.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.