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Ellevest Inc’s Exelon EXC Stock Holding History

Ellevest Inc’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 		$741K Buy
15,123
+3,604
+31% +$168K 0.1% 144
2025
Q4 		$502K Sell
11,519
-217
-2% -$9.9K 0.07% 223
2025
Q3 		$528K Buy
+11,736
New +$515K 0.08% 212
2020
Q3 		– Sell
-31
Closed -$1K – 1182
2020
Q2 		$1K Buy
+31
New +$823 ﹤0.01% 990
2020
Q1 		– Sell
-67
Closed -$2K – 1142
2019
Q4 		$2K Sell
67
-10
-13% -$324 ﹤0.01% 677
2019
Q3 		$3K Buy
+77
New +$2.58K ﹤0.01% 301

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ellevest Inc's EXC Position: Q1 2026 in Review

Ellevest Inc increased its Exelon (EXC) stake by 31% in Q1 2026, buying an estimated $168K and bringing the position to 15,123 shares worth $741K. The position accounts for 0.1% of the portfolio, ranked #144.

Ellevest Inc first reported a position in EXC in Q3 2019 and has held it in 6 quarters since. 1,278 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Ellevest Inc held 15,123 shares of Exelon worth $741K as of Q1 2026.
  • Ellevest Inc bought 3,604 Exelon shares in Q1 2026, an estimated $168K.
  • Exelon made up 0.1% of Ellevest Inc's portfolio in Q1 2026, its #144 holding.
  • Ellevest Inc first reported a position in Exelon in Q3 2019 and has held it in 6 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.