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Curat Global’s Exelon EXC Stock Holding History

Curat Global’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 		$168K Buy
3,430
+1,190
+53% +$55.4K 0.17% 97
2025
Q4 		$97.6K Sell
2,240
-1,190
-35% -$54.3K 0.11% 131
2025
Q3 		$154K Hold
3,430
– – 0.14% 112
2025
Q2 		$149K Buy
3,430
+1,000
+41% +$44.5K 0.14% 113
2025
Q1 		$112K Buy
+2,430
New +$102K 0.14% 134

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

Curat Global's EXC Position: Q1 2026 in Review

Curat Global increased its Exelon (EXC) stake by 53% in Q1 2026, buying an estimated $55.4K and bringing the position to 3,430 shares worth $168K. The position accounts for 0.17% of the portfolio, ranked #97.

Curat Global first reported a position in EXC in Q1 2025 and has held it in 5 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Curat Global held 3,430 shares of Exelon worth $168K as of Q1 2026.
  • Curat Global bought 1,190 Exelon shares in Q1 2026, an estimated $55.4K.
  • Exelon made up 0.17% of Curat Global's portfolio in Q1 2026, its #97 holding.
  • Curat Global first reported a position in Exelon in Q1 2025 and has held it in 5 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Curat Global's 13F filing for Q1 2026, filed 21 Apr 2026.