DGS Capital Management’s Exelon EXC Stock Holding History

DGS Capital 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	$315K	Buy	6,434 +602	+10%	+$28K	0.05%	386
2025 Q4	$254K	Buy	+5,832	New	+$266K	0.04%	376
2024 Q1	–	Sell	-6,747	Closed	-$242K	–	302
2023 Q4	$242K	Sell	6,747 -810	-11%	-$31.2K	0.09%	196
2023 Q3	$286K	Sell	7,557 -376	-5%	-$15.3K	0.14%	162
2023 Q2	$323K	Sell	7,933 -446	-5%	-$18.4K	0.16%	143
2023 Q1	$351K	Sell	8,379 -192	-2%	-$8K	0.2%	122
2022 Q4	$371K	Sell	8,571 -3,415	-28%	-$135K	0.24%	99
2022 Q3	$449K	Buy	11,986 +3,456	+41%	+$153K	0.3%	65
2022 Q2	$387K	Buy	8,530 +2,923	+52%	+$137K	0.31%	71
2022 Q1	$267K	Buy	5,607 +190	+4%	+$8.05K	0.16%	139
2021 Q4	$223K	Buy	+5,417	New	+$204K	0.14%	141

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

DGS Capital Management's EXC Position: Q1 2026 in Review

DGS Capital Management increased its Exelon (EXC) stake by 10% in Q1 2026, buying an estimated $28K and bringing the position to 6,434 shares worth $315K. The position accounts for 0.05% of the portfolio, ranked #386.

DGS Capital Management first reported a position in EXC in Q4 2021 and has held it in 11 quarters since. The position peaked at $449K in Q3 2022. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

DGS Capital Management held 6,434 shares of Exelon worth $315K as of Q1 2026.
DGS Capital Management bought 602 Exelon shares in Q1 2026, an estimated $28K.
Exelon made up 0.05% of DGS Capital Management's portfolio in Q1 2026, its #386 holding.
DGS Capital Management first reported a position in Exelon in Q4 2021 and has held it in 11 quarters since.
DGS Capital Management's Exelon position peaked at $449K in Q3 2022.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.