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Crestwood Advisors Group’s Exelon EXC Stock Holding History

Crestwood Advisors Group’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 		$753K Buy
16,158
+3,724
+30% +$172K 0.01% 370
2026
Q1 		$610K Buy
12,434
+2,516
+25% +$117K 0.01% 375
2025
Q4 		$432K Buy
9,918
+2,543
+34% +$116K 0.01% 426
2025
Q3 		$332K Buy
7,375
+1,529
+26% +$67.2K 0.01% 447
2025
Q2 		$254K Buy
5,846
+902
+18% +$40.2K ﹤0.01% 476
2025
Q1 		$228K Buy
+4,944
New +$207K ﹤0.01% 471

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

Crestwood Advisors Group's EXC Position: Q2 2026 in Review

Crestwood Advisors Group increased its Exelon (EXC) stake by 30% in Q2 2026, buying an estimated $172K and bringing the position to 16,158 shares worth $753K. The position accounts for 0.01% of the portfolio, ranked #370.

Crestwood Advisors Group first reported a position in EXC in Q1 2025 and has held it in 6 quarters since. 1,287 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Crestwood Advisors Group held 16,158 shares of Exelon worth $753K as of Q2 2026.
  • Crestwood Advisors Group bought 3,724 Exelon shares in Q2 2026, an estimated $172K.
  • Exelon made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #370 holding.
  • Crestwood Advisors Group first reported a position in Exelon in Q1 2025 and has held it in 6 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.