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Edgestream Partners’s Exelon EXC Stock Holding History

Edgestream Partners’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 		$1.98M Sell
42,575
-203,938
-83% -$9.43M 0.06% 524
2026
Q1 		$12.1M Buy
246,513
+180,584
+274% +$8.4M 0.4% 21
2025
Q4 		$2.87M Buy
+65,929
New +$3.01M 0.08% 439
2025
Q3 		– Sell
-124,172
Closed -$5.39M – 937
2025
Q2 		$5.39M Sell
124,172
-69,216
-36% -$3.08M 0.15% 279
2025
Q1 		$8.91M Buy
193,388
+150,876
+355% +$6.31M 0.3% 56
2024
Q4 		$1.6M Buy
42,512
+37,367
+726% +$1.45M 0.07% 445
2024
Q3 		$209K Sell
5,145
-4,067
-44% -$153K 0.01% 808
2024
Q2 		$319K Sell
9,212
-121,822
-93% -$4.5M 0.02% 736
2024
Q1 		$4.92M Buy
+131,034
New +$4.68M 0.25% 112
2023
Q4 		– Sell
-38,754
Closed -$1.46M – 898
2023
Q3 		$1.46M Buy
+38,754
New +$1.58M 0.12% 277
2022
Q4 		– Sell
-11,286
Closed -$423K – 539
2022
Q3 		$423K Sell
11,286
-89,982
-89% -$3.98M 0.03% 361
2022
Q2 		$4.59M Sell
101,268
-84,882
-46% -$3.99M 0.36% 81
2022
Q1 		$8.87M Buy
+186,150
New +$7.89M 0.71% 18
2020
Q4 		– Sell
-37,890
Closed -$966K – 376
2020
Q3 		$966K Buy
+37,890
New +$1M 0.06% 223
2019
Q4 		– Sell
-123,916
Closed -$4.27M – 330
2019
Q3 		$4.27M Buy
123,916
+9,239
+8% +$310K 0.41% 84
2019
Q2 		$3.92M Buy
+114,677
New +$4.05M 0.44% 77
2019
Q1 		– Sell
-55,980
Closed -$1.8M – 239
2018
Q4 		$1.8M Sell
55,980
-42,129
-43% -$1.35M 0.32% 101
2018
Q3 		$3.06M Buy
+98,109
New +$3.02M 0.52% 74
2018
Q2 		– Sell
-21,616
Closed -$601K – 270
2018
Q1 		$601K Buy
+21,616
New +$584K 0.12% 170

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Edgestream Partners's EXC Position: Q2 2026 in Review

Edgestream Partners reduced its Exelon (EXC) stake by 83% in Q2 2026, selling an estimated $9.43M and leaving 42,575 shares worth $1.98M. The position accounts for 0.06% of the portfolio, ranked #524.

Edgestream Partners first reported a position in EXC in Q1 2018 and has held it in 19 quarters since. The position peaked at $12.1M in Q1 2026. 1,289 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Edgestream Partners held 42,575 shares of Exelon worth $1.98M as of Q2 2026.
  • Edgestream Partners sold 203,938 Exelon shares in Q2 2026, an estimated $9.43M.
  • Exelon made up 0.06% of Edgestream Partners's portfolio in Q2 2026, its #524 holding.
  • Edgestream Partners first reported a position in Exelon in Q1 2018 and has held it in 19 quarters since.
  • Edgestream Partners's Exelon position peaked at $12.1M in Q1 2026.
  • 1,289 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.