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 Q2	$2.06M	Hold	44,187	–	–	0.7%	30
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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

DC Investments Management's EXC Position: Q2 2026 in Review

DC Investments Management held its Exelon (EXC) position steady in Q2 2026 at 44,187 shares worth $2.06M. The position accounts for 0.7% of the portfolio, ranked #30.

DC Investments Management first reported a position in EXC in Q2 2018 and has held it in 24 quarters since. The position peaked at $2.17M in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

DC Investments Management held 44,187 shares of Exelon worth $2.06M as of Q2 2026.
DC Investments Management left its Exelon share count unchanged in Q2 2026.
Exelon made up 0.7% of DC Investments Management's portfolio in Q2 2026, its #30 holding.
DC Investments Management first reported a position in Exelon in Q2 2018 and has held it in 24 quarters since.
DC Investments Management's Exelon position peaked at $2.17M in Q1 2026.
1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on DC Investments Management's 13F filing for Q2 2026, filed 14 Aug 2026.