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 Q2	$441K	Buy	9,470 +1,453	+18%	+$67.2K	0.02%	392
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 $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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Certuity's EXC Position: Q2 2026 in Review

Certuity increased its Exelon (EXC) stake by 18% in Q2 2026, buying an estimated $67.2K and bringing the position to 9,470 shares worth $441K. The position accounts for 0.02% of the portfolio, ranked #392.

Certuity first reported a position in EXC in Q2 2021 and has held it in 7 quarters since. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Certuity held 9,470 shares of Exelon worth $441K as of Q2 2026.
Certuity bought 1,453 Exelon shares in Q2 2026, an estimated $67.2K.
Exelon made up 0.02% of Certuity's portfolio in Q2 2026, its #392 holding.
Certuity first reported a position in Exelon in Q2 2021 and has held it in 7 quarters since.
1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.