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DC Investments Management’s Exelon EXC Stock Holding History

DC Investments Management’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 		$2.17M Hold
44,187
– – 0.83% 24
2025
Q4 		$1.93M Hold
44,187
– – 0.85% 26
2025
Q3 		$1.99M Hold
44,187
– – 0.83% 25
2025
Q2 		$1.92M Hold
44,187
– – 0.8% 28
2025
Q1 		$2.04M Sell
44,187
-2,920
-6% -$122K 1.05% 26
2024
Q4 		$1.77M Buy
47,107
+19,934
+73% +$773K 1.16% 28
2024
Q3 		$1.1M Hold
27,173
– – 0.77% 38
2024
Q2 		$940K Hold
27,173
– – 0.79% 38
2024
Q1 		$1.02M Buy
+27,173
New +$971K 0.83% 31
2022
Q2 		– Sell
-26,664
Closed -$1.27M – 47
2022
Q1 		$1.27M Sell
26,664
-21,261
-44% -$901K 2.2% 19
2021
Q4 		$1.97M Buy
47,925
+14,060
+42% +$530K 2.8% 9
2021
Q3 		$1.17M Hold
33,865
– – 2.18% 14
2021
Q2 		$1.07M Hold
33,865
– – 2.52% 17
2021
Q1 		$1.06M Buy
+33,865
New +$1.02M 2.62% 18
2020
Q3 		– Sell
-11,463
Closed -$297K – 145
2020
Q2 		$297K Sell
11,463
-6,303
-35% -$167K 0.11% 222
2020
Q1 		$466K Buy
17,766
+2,294
+15% +$72.1K 0.38% 82
2019
Q4 		$503K Sell
15,472
-257
-2% -$8.32K 0.39% 115
2019
Q3 		$542K Sell
15,729
-1,103
-7% -$37K 0.31% 107
2019
Q2 		$576K Sell
16,832
-3,062
-15% -$108K 0.32% 101
2019
Q1 		$711K Hold
19,894
– – 0.45% 40
2018
Q4 		$640K Buy
19,894
+1,418
+8% +$45.4K 0.52% 35
2018
Q3 		$575K Sell
18,476
-586
-3% -$18K 0.39% 81
2018
Q2 		$579K Buy
+19,062
New +$546K 0.37% 78

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

DC Investments Management's EXC Position: Q1 2026 in Review

DC Investments Management held its Exelon (EXC) position steady in Q1 2026 at 44,187 shares worth $2.17M. The position accounts for 0.83% of the portfolio, ranked #24.

DC Investments Management first reported a position in EXC in Q2 2018 and has held it in 23 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • DC Investments Management held 44,187 shares of Exelon worth $2.17M as of Q1 2026.
  • DC Investments Management left its Exelon share count unchanged in Q1 2026.
  • Exelon made up 0.83% of DC Investments Management's portfolio in Q1 2026, its #24 holding.
  • DC Investments Management first reported a position in Exelon in Q2 2018 and has held it in 23 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on DC Investments Management's 13F filing for Q1 2026, filed 14 May 2026.