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Cornerstone Financial Management’s Exelon EXC Stock Holding History

Cornerstone Financial 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
Q2 		$15.7K Buy
336
+183
+120% +$8.46K 0.01% 334
2026
Q1 		$7.5K Buy
153
+11
+8% +$512 0.01% 376
2025
Q4 		$6.19K Buy
+142
New +$6.48K 0.01% 377

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

Cornerstone Financial Management's EXC Position: Q2 2026 in Review

Cornerstone Financial Management increased its Exelon (EXC) stake by 120% in Q2 2026, buying an estimated $8.46K and bringing the position to 336 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #334.

Cornerstone Financial Management first reported a position in EXC in Q4 2025 and has held it in 3 quarters since. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Cornerstone Financial Management held 336 shares of Exelon worth $15.7K as of Q2 2026.
  • Cornerstone Financial Management bought 183 Exelon shares in Q2 2026, an estimated $8.46K.
  • Exelon made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #334 holding.
  • Cornerstone Financial Management first reported a position in Exelon in Q4 2025 and has held it in 3 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.