CFO
EXC icon

CVA Family Office’s Exelon EXC Stock Holding History

CVA Family Office’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 		$107K Buy
2,303
+203
+10% +$9.39K 0.01% 461
2026
Q1 		$103K Buy
2,100
+508
+32% +$23.6K 0.01% 450
2025
Q4 		$69.4K Buy
1,592
+11
+0.7% +$502 0.01% 499
2025
Q3 		$71.2K Buy
1,581
+159
+11% +$6.98K 0.01% 487
2025
Q2 		$61.7K Sell
1,422
-122
-8% -$5.43K 0.01% 509
2025
Q1 		$71.1K Sell
1,544
-107
-6% -$4.47K 0.01% 449
2024
Q4 		$62.1K Buy
1,651
+382
+30% +$14.8K 0.01% 478
2024
Q3 		$51.5K Buy
1,269
+125
+11% +$4.7K 0.01% 505
2024
Q2 		$39.6K Sell
1,144
-260
-19% -$9.6K 0.01% 535
2024
Q1 		$52.7K Buy
1,404
+24
+2% +$858 0.01% 483
2023
Q4 		$49.5K Buy
+1,380
New +$53.2K 0.01% 479
2023
Q3 		– Sell
-1,721
Closed -$70.1K – 474
2023
Q2 		$70.1K Sell
1,721
-401
-19% -$16.6K 0.01% 371
2023
Q1 		$88.9K Buy
2,122
+862
+68% +$35.9K 0.02% 329
2022
Q4 		$54.5K Sell
1,260
-325
-21% -$12.8K 0.01% 396
2022
Q3 		$59K Hold
1,585
– – 0.02% 325
2022
Q2 		$72K Buy
1,585
+500
+46% +$23.5K 0.02% 291
2022
Q1 		$52K Sell
1,085
-387
-26% -$16.4K 0.01% 389
2021
Q4 		$61K Buy
+1,472
New +$55.4K 0.02% 322
2021
Q3 		– Sell
-806
Closed -$25K – 523
2021
Q2 		$25K Hold
806
– – 0.01% 482
2021
Q1 		$25K Buy
+806
New +$24.2K 0.01% 365

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

CVA Family Office's EXC Position: Q2 2026 in Review

CVA Family Office increased its Exelon (EXC) stake by 9.7% in Q2 2026, buying an estimated $9.39K and bringing the position to 2,303 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #461.

CVA Family Office first reported a position in EXC in Q1 2021 and has held it in 20 quarters since. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • CVA Family Office held 2,303 shares of Exelon worth $107K as of Q2 2026.
  • CVA Family Office bought 203 Exelon shares in Q2 2026, an estimated $9.39K.
  • Exelon made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #461 holding.
  • CVA Family Office first reported a position in Exelon in Q1 2021 and has held it in 20 quarters since.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.