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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
Q2 		$66.8K Hold
1,433
– – 0.04% 175
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 $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

Chapman Financial Group's EXC Position: Q2 2026 in Review

Chapman Financial Group held its Exelon (EXC) position steady in Q2 2026 at 1,433 shares worth $66.8K. The position accounts for 0.04% of the portfolio, ranked #175.

Chapman Financial Group first reported a position in EXC in Q4 2024 and has held it in 6 quarters since. The position peaked at $70.2K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Chapman Financial Group held 1,433 shares of Exelon worth $66.8K as of Q2 2026.
  • Chapman Financial Group left its Exelon share count unchanged in Q2 2026.
  • Exelon made up 0.04% of Chapman Financial Group's portfolio in Q2 2026, its #175 holding.
  • Chapman Financial Group first reported a position in Exelon in Q4 2024 and has held it in 6 quarters since.
  • Chapman Financial Group's Exelon position peaked at $70.2K in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.