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Chapman Financial Group’s Exelon EXC Stock Holding History

Chapman Financial Group’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 		$70.2K Hold
1,433
– – 0.05% 168
2025
Q4 		$62.4K Hold
1,433
– – 0.04% 173
2025
Q3 		$64.5K Hold
1,433
– – 0.04% 173
2025
Q2 		$62.2K Buy
+1,433
New +$63.8K 0.05% 135
2024
Q4 		$53.9K Buy
+1,433
New +$55.6K 0.04% 145

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

Chapman Financial Group's EXC Position: Q1 2026 in Review

Chapman Financial Group held its Exelon (EXC) position steady in Q1 2026 at 1,433 shares worth $70.2K. The position accounts for 0.05% of the portfolio, ranked #168.

Chapman Financial Group first reported a position in EXC in Q4 2024 and has held it in 5 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Chapman Financial Group held 1,433 shares of Exelon worth $70.2K as of Q1 2026.
  • Chapman Financial Group left its Exelon share count unchanged in Q1 2026.
  • Exelon made up 0.05% of Chapman Financial Group's portfolio in Q1 2026, its #168 holding.
  • Chapman Financial Group first reported a position in Exelon in Q4 2024 and has held it in 5 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

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