Coston McIsaac & Partners’s Exelon EXC Stock Holding History

Coston McIsaac & Partners’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	$4K	Hold	93	–	–	﹤0.01%	698
2025 Q4	$4K	Hold	93	–	–	﹤0.01%	676
2025 Q3	$4K	Hold	93	–	–	﹤0.01%	648
2025 Q2	$4K	Hold	93	–	–	﹤0.01%	627
2025 Q1	$4K	Hold	93	–	–	﹤0.01%	613
2024 Q4	$3K	Hold	93	–	–	﹤0.01%	645
2024 Q3	$3	Hold	93	–	–	﹤0.01%	659
2024 Q2	$3K	Hold	93	–	–	﹤0.01%	627
2024 Q1	$3K	Hold	93	–	–	﹤0.01%	623
2023 Q4	$3K	Hold	93	–	–	﹤0.01%	620
2023 Q3	$3K	Hold	93	–	–	﹤0.01%	609
2023 Q2	$3K	Hold	93	–	–	﹤0.01%	650
2023 Q1	$3K	Hold	93	–	–	﹤0.01%	640
2022 Q4	$4	Hold	93	–	–	﹤0.01%	609
2022 Q3	$3K	Hold	93	–	–	﹤0.01%	559
2022 Q2	$4K	Buy	+93	New	+$4.37K	﹤0.01%	365

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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 Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return