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Choate Investment Advisors’s Exelon EXC Stock Holding History

Choate Investment Advisors’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 		$244K Sell
5,234
-10
-0.2% -$463 ﹤0.01% 424
2026
Q1 		$257K Buy
5,244
+127
+2% +$5.91K 0.01% 394
2025
Q4 		$223K Hold
5,117
– – ﹤0.01% 414
2025
Q3 		$230K Sell
5,117
-1
-0% -$44 ﹤0.01% 383
2025
Q2 		$222K Buy
+5,118
New +$228K ﹤0.01% 383

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

Choate Investment Advisors's EXC Position: Q2 2026 in Review

Choate Investment Advisors reduced its Exelon (EXC) stake by 0.19% in Q2 2026, selling an estimated $463 and leaving 5,234 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Choate Investment Advisors first reported a position in EXC in Q2 2025 and has held it in 5 quarters since. The position peaked at $257K in Q1 2026. 1,291 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Choate Investment Advisors held 5,234 shares of Exelon worth $244K as of Q2 2026.
  • Choate Investment Advisors sold 10 Exelon shares in Q2 2026, an estimated $463.
  • Exelon made up ﹤0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #424 holding.
  • Choate Investment Advisors first reported a position in Exelon in Q2 2025 and has held it in 5 quarters since.
  • Choate Investment Advisors's Exelon position peaked at $257K in Q1 2026.
  • 1,291 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.