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Contravisory Investment Management’s Exelon EXC Stock Holding History

Contravisory Investment Management’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 		– Sell
-1,759
Closed -$76.7K – 387
2025
Q4 		$76.7K Buy
+1,759
New +$80.3K 0.02% 264
2023
Q2 		– Sell
-425
Closed -$17.8K – 324
2023
Q1 		$17.8K Hold
425
– – 0.01% 251
2022
Q4 		$18.4K Hold
425
– – 0.01% 249
2022
Q3 		$16K Buy
425
+3
+0.7% +$133 0.01% 249
2022
Q2 		$19K Hold
422
– – 0.01% 249
2022
Q1 		$20K Sell
422
-170
-29% -$7.2K 0.01% 255
2021
Q4 		$24K Hold
592
– – 0.01% 242
2021
Q3 		$20K Hold
592
– – 0.01% 241
2021
Q2 		$19K Buy
+592
New +$19.1K 0.01% 240

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Contravisory Investment Management's EXC Position: Q1 2026 in Review

Contravisory Investment Management sold out of Exelon (EXC) in Q1 2026, closing a stake of 1,759 shares — an estimated $76.7K sold.

Contravisory Investment Management first reported a position in EXC in Q2 2021 and held it in 9 quarters. The position peaked at $76.7K in Q4 2025. 1,284 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Contravisory Investment Management reported no remaining Exelon position as of Q1 2026 after selling out during the quarter.
  • Contravisory Investment Management sold 1,759 Exelon shares in Q1 2026, an estimated $76.7K.
  • Contravisory Investment Management first reported a position in Exelon in Q2 2021 and held it in 9 quarters.
  • Contravisory Investment Management's Exelon position peaked at $76.7K in Q4 2025.
  • 1,284 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Contravisory Investment Management's 13F filing for Q1 2026, filed 20 Apr 2026.