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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
Q2 		$129K Sell
2,134
-1,296
-38% -$60K 0.11% 127
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 $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

Curat Global's EXC Position: Q2 2026 in Review

Curat Global reduced its Exelon (EXC) stake by 38% in Q2 2026, selling an estimated $60K and leaving 2,134 shares worth $129K. The position accounts for 0.11% of the portfolio, ranked #127.

Curat Global first reported a position in EXC in Q1 2025 and has held it in 6 quarters since. The position peaked at $168K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Curat Global held 2,134 shares of Exelon worth $129K as of Q2 2026.
  • Curat Global sold 1,296 Exelon shares in Q2 2026, an estimated $60K.
  • Exelon made up 0.11% of Curat Global's portfolio in Q2 2026, its #127 holding.
  • Curat Global first reported a position in Exelon in Q1 2025 and has held it in 6 quarters since.
  • Curat Global's Exelon position peaked at $168K in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Curat Global's 13F filing for Q2 2026, filed 22 Jul 2026.