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Cora Capital Advisors’s Exelon EXC Stock Holding History

Cora Capital 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 		$597K Buy
12,172
+75
+0.6% +$3.49K 0.2% 63
2025
Q4 		$527K Buy
12,097
+157
+1% +$7.17K 0.21% 63
2025
Q3 		$537K Sell
11,940
-5
-0% -$220 0.23% 59
2025
Q2 		$519K Buy
11,945
+2
+0% +$89 0.23% 56
2025
Q1 		$550K Buy
11,943
+1
+0% +$42 0.26% 57
2024
Q4 		$450K Sell
11,942
-1
-0% -$39 0.22% 64
2024
Q3 		$484K Buy
+11,943
New +$449K 0.24% 59

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

Cora Capital Advisors's EXC Position: Q1 2026 in Review

Cora Capital Advisors increased its Exelon (EXC) stake by 0.62% in Q1 2026, buying an estimated $3.49K and bringing the position to 12,172 shares worth $597K. The position accounts for 0.2% of the portfolio, ranked #63.

Cora Capital Advisors first reported a position in EXC in Q3 2024 and has held it in 7 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Cora Capital Advisors held 12,172 shares of Exelon worth $597K as of Q1 2026.
  • Cora Capital Advisors bought 75 Exelon shares in Q1 2026, an estimated $3.49K.
  • Exelon made up 0.2% of Cora Capital Advisors's portfolio in Q1 2026, its #63 holding.
  • Cora Capital Advisors first reported a position in Exelon in Q3 2024 and has held it in 7 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Cora Capital Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.