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 Q2	–	Sell	-56,701	Closed	-$2.78M	–	168
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Empire Financial Management Company's EXC Position: Q2 2026 in Review

Empire Financial Management Company sold out of Exelon (EXC) in Q2 2026, closing a stake of 56,701 shares — an estimated $2.78M sold.

Empire Financial Management Company first reported a position in EXC in Q1 2023 and held it in 13 quarters. The position peaked at $2.78M in Q1 2026. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Empire Financial Management Company reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
Empire Financial Management Company sold 56,701 Exelon shares in Q2 2026, an estimated $2.78M.
Empire Financial Management Company first reported a position in Exelon in Q1 2023 and held it in 13 quarters.
Empire Financial Management Company's Exelon position peaked at $2.78M in Q1 2026.
1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.