CIA
EXC icon

Concurrent Investment Advisors’s Exelon EXC Stock Holding History

Concurrent 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
Q1 		$843K Buy
17,201
+4,018
+30% +$187K 0.01% 948
2025
Q4 		$575K Buy
13,183
+1,106
+9% +$50.5K 0.01% 1087
2025
Q3 		$544K Sell
12,077
-169
-1% -$7.42K 0.01% 882
2025
Q2 		$532K Buy
12,246
+260
+2% +$11.6K 0.01% 827
2025
Q1 		$552K Buy
11,986
+1,243
+12% +$52K 0.01% 723
2024
Q4 		$404K Buy
10,743
+1,463
+16% +$56.8K 0.01% 734
2024
Q3 		$376K Sell
9,280
-485
-5% -$18.2K 0.01% 702
2024
Q2 		$338K Buy
9,765
+1,960
+25% +$72.3K 0.01% 704
2024
Q1 		$293K Sell
7,805
-105
-1% -$3.75K 0.01% 682
2023
Q4 		$284K Buy
+7,910
New +$305K 0.01% 671

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

Concurrent Investment Advisors's EXC Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Exelon (EXC) stake by 30% in Q1 2026, buying an estimated $187K and bringing the position to 17,201 shares worth $843K. The position accounts for 0.01% of the portfolio, ranked #948.

Concurrent Investment Advisors first reported a position in EXC in Q4 2023 and has held it in 10 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Concurrent Investment Advisors held 17,201 shares of Exelon worth $843K as of Q1 2026.
  • Concurrent Investment Advisors bought 4,018 Exelon shares in Q1 2026, an estimated $187K.
  • Exelon made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #948 holding.
  • Concurrent Investment Advisors first reported a position in Exelon in Q4 2023 and has held it in 10 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.