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CRA Financial Services’s Exelon EXC Stock Holding History

CRA Financial Services’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 		$294K Buy
6,308
+146
+2% +$6.75K 0.03% 258
2026
Q1 		$302K Sell
6,162
-18
-0.3% -$837 0.04% 242
2025
Q4 		$269K Buy
6,180
+95
+2% +$4.34K 0.04% 251
2025
Q3 		$274K Buy
6,085
+871
+17% +$38.3K 0.04% 247
2025
Q2 		$226K Sell
5,214
-478
-8% -$21.3K 0.03% 254
2025
Q1 		$262K Sell
5,692
-361
-6% -$15.1K 0.04% 224
2024
Q4 		$228K Sell
6,053
-579
-9% -$22.5K 0.04% 235
2024
Q3 		$269K Sell
6,632
-465
-7% -$17.5K 0.05% 211
2024
Q2 		$246K Sell
7,097
-1,200
-14% -$44.3K 0.05% 212
2024
Q1 		$312K Sell
8,297
-612
-7% -$21.9K 0.07% 174
2023
Q4 		$320K Sell
8,909
-50
-0.6% -$1.93K 0.08% 155
2023
Q3 		$339K Sell
8,959
-405
-4% -$16.5K 0.09% 135
2023
Q2 		$381K Buy
9,364
+2,409
+35% +$99.6K 0.1% 127
2023
Q1 		$291K Hold
6,955
– – 0.09% 151
2022
Q4 		$301K Sell
6,955
-905
-12% -$35.8K 0.1% 141
2022
Q3 		$294K Sell
7,860
-150
-2% -$6.63K 0.11% 144
2022
Q2 		$363K Buy
8,010
+100
+1% +$4.7K 0.12% 135
2022
Q1 		$377K Sell
7,910
-3,180
-29% -$135K 0.11% 128
2021
Q4 		$457K Sell
11,090
-1,269
-10% -$47.8K 0.14% 115
2021
Q3 		$426K Buy
12,359
+2,538
+26% +$86.7K 0.14% 118
2021
Q2 		$310K Hold
9,821
– – 0.11% 139
2021
Q1 		$306K Buy
9,821
+1,402
+17% +$42.1K 0.12% 125
2020
Q4 		$254K Buy
+8,419
New +$248K 0.11% 130

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
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

CRA Financial Services's EXC Position: Q2 2026 in Review

CRA Financial Services increased its Exelon (EXC) stake by 2.4% in Q2 2026, buying an estimated $6.75K and bringing the position to 6,308 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #258.

CRA Financial Services first reported a position in EXC in Q4 2020 and has held it in 23 quarters since. The position peaked at $457K in Q4 2021. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • CRA Financial Services held 6,308 shares of Exelon worth $294K as of Q2 2026.
  • CRA Financial Services bought 146 Exelon shares in Q2 2026, an estimated $6.75K.
  • Exelon made up 0.03% of CRA Financial Services's portfolio in Q2 2026, its #258 holding.
  • CRA Financial Services first reported a position in Exelon in Q4 2020 and has held it in 23 quarters since.
  • CRA Financial Services's Exelon position peaked at $457K in Q4 2021.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.