Empire Financial Management Company’s Exelon EXC Stock Holding History

Empire Financial Management Company’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	$2.78M	Hold	56,701	–	–	0.63%	52
2025 Q4	$2.47M	Hold	56,701	–	–	0.54%	61
2025 Q3	$2.55M	Hold	56,701	–	–	0.58%	56
2025 Q2	$2.46M	Sell	56,701 -10	-0%	-$445	0.71%	41
2025 Q1	$2.61M	Hold	56,711	–	–	0.81%	35
2024 Q4	$2.13M	Sell	56,711 -1,000	-2%	-$38.8K	0.67%	47
2024 Q3	$2.34M	Buy	57,711 +400	+0.7%	+$15K	0.72%	45
2024 Q2	$1.98M	Sell	57,311 -700	-1%	-$25.8K	0.66%	50
2024 Q1	$2.18M	Hold	58,011	–	–	0.72%	43
2023 Q4	$2.08M	Hold	58,011	–	–	0.82%	39
2023 Q3	$2.19M	Sell	58,011 -300	-0.5%	-$12.2K	0.96%	28
2023 Q2	$2.38M	Hold	58,311	–	–	0.95%	33
2023 Q1	$2.44M	Buy	+58,311	New	+$2.43M	1%	33

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

Empire Financial Management Company's EXC Position: Q1 2026 in Review

Empire Financial Management Company held its Exelon (EXC) position steady in Q1 2026 at 56,701 shares worth $2.78M. The position accounts for 0.63% of the portfolio, ranked #52.

Empire Financial Management Company first reported a position in EXC in Q1 2023 and has held it in 13 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Empire Financial Management Company held 56,701 shares of Exelon worth $2.78M as of Q1 2026.
Empire Financial Management Company left its Exelon share count unchanged in Q1 2026.
Exelon made up 0.63% of Empire Financial Management Company's portfolio in Q1 2026, its #52 holding.
Empire Financial Management Company first reported a position in Exelon in Q1 2023 and has held it in 13 quarters since.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.