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Cullinan Associates’s Exelon EXC Stock Holding History

Cullinan Associates’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 		$221K Buy
+4,500
New +$209K 0.02% 202
2025
Q4 		– Sell
-4,500
Closed -$203K – 215
2025
Q3 		$203K Buy
+4,500
New +$198K 0.01% 209
2025
Q2 		– Sell
-4,500
Closed -$207K – 214
2025
Q1 		$207K Buy
+4,500
New +$188K 0.01% 213
2024
Q4 		– Sell
-7,187
Closed -$292K – 224
2024
Q3 		$292K Hold
7,187
– – 0.02% 209
2024
Q2 		$249K Hold
7,187
– – 0.01% 221
2024
Q1 		$270K Sell
7,187
-800
-10% -$28.6K 0.02% 224
2023
Q4 		$287K Sell
7,987
-122,042
-94% -$4.7M 0.02% 211
2023
Q3 		$4.91M Sell
130,029
-21,153
-14% -$862K 0.29% 80
2023
Q2 		$6.16M Sell
151,182
-3,481
-2% -$144K 0.34% 73
2023
Q1 		$6.48M Buy
154,663
+59,549
+63% +$2.48M 0.38% 75
2022
Q4 		$4.11M Sell
95,114
-24,954
-21% -$986K 0.23% 90
2022
Q3 		$4.5M Buy
120,068
+112,881
+1,571% +$4.99M 0.28% 85
2022
Q2 		$326K Hold
7,187
– – 0.02% 194
2022
Q1 		$342K Buy
+7,187
New +$304K 0.02% 198
2016
Q2 		– Sell
-16,123
Closed -$412K – 205
2016
Q1 		$412K Sell
16,123
-140
-0.9% -$3.14K 0.04% 167
2015
Q4 		$322K Sell
16,263
-68,558
-81% -$1.39M 0.03% 175
2015
Q3 		$1.8M Sell
84,821
-6,344
-7% -$143K 0.16% 114
2015
Q2 		$2.04M Sell
91,165
-1,052
-1% -$25.2K 0.17% 110
2015
Q1 		$2.21M Buy
+92,217
New +$2.28M 0.17% 109

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

Cullinan Associates's EXC Position: Q1 2026 in Review

Cullinan Associates opened a new position in Exelon (EXC) in Q1 2026: 4,500 shares worth $221K. The stake represents 0.02% of the portfolio and ranks #202 among its holdings. This is a return to the name: Cullinan Associates previously reported a position in EXC as recently as Q3 2025.

Cullinan Associates first reported a position in EXC in Q1 2015 and has held it in 19 quarters since. The position peaked at $6.48M in Q1 2023. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Cullinan Associates held 4,500 shares of Exelon worth $221K as of Q1 2026.
  • Exelon was a new Cullinan Associates position in Q1 2026.
  • Exelon made up 0.02% of Cullinan Associates's portfolio in Q1 2026, its #202 holding.
  • Cullinan Associates first reported a position in Exelon in Q1 2015 and has held it in 19 quarters since.
  • Cullinan Associates's Exelon position peaked at $6.48M in Q1 2023.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Cullinan Associates's 13F filing for Q1 2026, filed 1 May 2026.