Cidel Asset Management’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$527K Buy
11,312
+592
+6% +$27.4K 0.03% 254
2026
Q1
$525K Buy
10,720
+1,721
+19% +$80.1K 0.03% 229
2025
Q4
$392K Sell
8,999
-500
-5% -$22.8K 0.03% 236
2025
Q3
$428K Sell
9,499
-390
-4% -$17.1K 0.02% 223
2025
Q2
$429K Sell
9,889
-1,428
-13% -$63.6K 0.03% 213
2025
Q1
$521K Sell
11,317
-496
-4% -$20.7K 0.03% 181
2024
Q4
$445K Buy
11,813
+438
+4% +$17K 0.03% 200
2024
Q3
$461K Buy
11,375
+363
+3% +$13.6K 0.03% 208
2024
Q2
$381K Buy
11,012
+491
+5% +$18.1K 0.03% 213
2024
Q1
$395K Buy
10,521
+639
+6% +$22.8K 0.03% 213
2023
Q4
$355K Buy
+9,882
New +$381K 0.02% 230

Other funds holding EXC

Cidel Asset Management's EXC Position: Q2 2026 in Review

Cidel Asset Management increased its Exelon (EXC) stake by 5.5% in Q2 2026, buying an estimated $27.4K and bringing the position to 11,312 shares worth $527K. The position accounts for 0.03% of the portfolio, ranked #254.

Cidel Asset Management first reported a position in EXC in Q4 2023 and has held it in 11 quarters since. 1,288 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Cidel Asset Management held 11,312 shares of Exelon worth $527K as of Q2 2026.
  • Cidel Asset Management bought 592 Exelon shares in Q2 2026, an estimated $27.4K.
  • Exelon made up 0.03% of Cidel Asset Management's portfolio in Q2 2026, its #254 holding.
  • Cidel Asset Management first reported a position in Exelon in Q4 2023 and has held it in 11 quarters since.
  • 1,288 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.