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Econ Financial Services’s Exelon EXC Stock Holding History

Econ Financial Services’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 		– Sell
-78,068
Closed -$3.4M – 79
2025
Q4 		$3.4M Buy
78,068
+35,279
+82% +$1.61M 1.71% 21
2025
Q3 		$1.93M Buy
+42,789
New +$1.88M 0.96% 43
2025
Q1 		– Sell
-48,790
Closed -$1.84M – 86
2024
Q4 		$1.84M Buy
+48,790
New +$1.89M 1.05% 31
2023
Q4 		– Sell
-47,839
Closed -$1.81M – 72
2023
Q3 		$1.81M Buy
+47,839
New +$1.95M 1.32% 31
2022
Q2 		– Sell
-820
Closed -$39K – 100
2022
Q1 		$39K Buy
820
+757
+1,202% +$32.1K 0.03% 79
2021
Q4 		$3K Buy
+63
New +$2.37K ﹤0.01% 167

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Econ Financial Services's EXC Position: Q1 2026 in Review

Econ Financial Services sold out of Exelon (EXC) in Q1 2026, closing a stake of 78,068 shares — an estimated $3.4M sold.

Econ Financial Services first reported a position in EXC in Q4 2021 and held it in 6 quarters. The position peaked at $3.4M in Q4 2025. 1,286 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Econ Financial Services reported no remaining Exelon position as of Q1 2026 after selling out during the quarter.
  • Econ Financial Services sold 78,068 Exelon shares in Q1 2026, an estimated $3.4M.
  • Econ Financial Services first reported a position in Exelon in Q4 2021 and held it in 6 quarters.
  • Econ Financial Services's Exelon position peaked at $3.4M in Q4 2025.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Econ Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.