Deseret Mutual Benefit Administrators’s Exelon EXC Stock Holding History

Deseret Mutual Benefit Administrators’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	$180K	Buy	3,678 +1,634	+80%	+$76K	0.06%	219
2025 Q4	$89.1K	Sell	2,044 -174	-8%	-$7.94K	0.04%	237
2025 Q3	$99.8K	Hold	2,218	–	–	0.04%	228
2025 Q2	$96.3K	Hold	2,218	–	–	0.05%	221
2025 Q1	$102K	Sell	2,218 -25	-1%	-$1.04K	0.05%	204
2024 Q4	$84.4K	Hold	2,243	–	–	0.04%	228
2024 Q3	$91K	Buy	2,243 +254	+13%	+$9.55K	0.05%	226
2024 Q2	$68.8K	Hold	1,989	–	–	0.03%	248
2024 Q1	$74.7K	Buy	1,989 +244	+14%	+$8.72K	0.04%	240
2023 Q4	$62.6K	Sell	1,745 -525	-23%	-$20.2K	0.04%	242
2023 Q3	$85.8K	Sell	2,270 -119	-5%	-$4.85K	0.04%	227
2023 Q2	$97.3K	Buy	2,389 +37	+2%	+$1.53K	0.04%	228
2023 Q1	$98.5K	Hold	2,352	–	–	0.04%	220
2022 Q4	$102K	Sell	2,352 -2,244	-49%	-$88.7K	0.04%	211
2022 Q3	$172K	Sell	4,596 -1,753	-28%	-$77.5K	0.05%	222
2022 Q2	$288K	Sell	6,349 -698	-10%	-$32.8K	0.07%	187
2022 Q1	$336K	Sell	7,047 -4,930	-41%	-$209K	0.07%	183
2021 Q4	$493K	Hold	11,977	–	–	0.08%	156
2021 Q3	$413K	Sell	11,977 -3,724	-24%	-$127K	0.08%	163
2021 Q2	$496K	Buy	+15,701	New	+$505K	0.12%	87

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Deseret Mutual Benefit Administrators's EXC Position: Q1 2026 in Review

Deseret Mutual Benefit Administrators increased its Exelon (EXC) stake by 80% in Q1 2026, buying an estimated $76K and bringing the position to 3,678 shares worth $180K. The position accounts for 0.06% of the portfolio, ranked #219.

Deseret Mutual Benefit Administrators first reported a position in EXC in Q2 2021 and has held it in 20 quarters since. The position peaked at $496K in Q2 2021. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Deseret Mutual Benefit Administrators held 3,678 shares of Exelon worth $180K as of Q1 2026.
Deseret Mutual Benefit Administrators bought 1,634 Exelon shares in Q1 2026, an estimated $76K.
Exelon made up 0.06% of Deseret Mutual Benefit Administrators's portfolio in Q1 2026, its #219 holding.
Deseret Mutual Benefit Administrators first reported a position in Exelon in Q2 2021 and has held it in 20 quarters since.
Deseret Mutual Benefit Administrators's Exelon position peaked at $496K in Q2 2021.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q1 2026, filed 8 May 2026.