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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
Q2 		$783K Sell
16,787
-414
-2% -$19.2K 0.01% 1150
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Concurrent Investment Advisors reduced its Exelon (EXC) stake by 2.4% in Q2 2026, selling an estimated $19.2K and leaving 16,787 shares worth $783K. The position accounts for 0.01% of the portfolio, ranked #1150.

Concurrent Investment Advisors first reported a position in EXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $843K in Q1 2026. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Concurrent Investment Advisors held 16,787 shares of Exelon worth $783K as of Q2 2026.
  • Concurrent Investment Advisors sold 414 Exelon shares in Q2 2026, an estimated $19.2K.
  • Exelon made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1150 holding.
  • Concurrent Investment Advisors first reported a position in Exelon in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Exelon position peaked at $843K in Q1 2026.
  • 1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.