EF
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Empirical Finance’s Exelon EXC Stock Holding History

Empirical Finance’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 		$1.62M Buy
34,851
+1,197
+4% +$55.4K 0.07% 231
2026
Q1 		$1.65M Sell
33,654
-33
-0.1% -$1.53K 0.08% 217
2025
Q4 		$1.47M Sell
33,687
-1,475
-4% -$67.3K 0.07% 224
2025
Q3 		$1.58M Buy
35,162
+350
+1% +$15.4K 0.08% 224
2025
Q2 		$1.51M Buy
34,812
+226
+0.7% +$10.1K 0.08% 226
2025
Q1 		$1.59M Buy
34,586
+807
+2% +$33.7K 0.1% 190
2024
Q4 		$1.27M Sell
33,779
-414
-1% -$16.1K 0.07% 222
2024
Q3 		$1.39M Buy
34,193
+741
+2% +$27.9K 0.08% 213
2024
Q2 		$1.16M Sell
33,452
-2,172
-6% -$80.2K 0.07% 236
2024
Q1 		$1.34M Buy
35,624
+1,210
+4% +$43.2K 0.08% 221
2023
Q4 		$1.24M Buy
34,414
+264
+0.8% +$10.2K 0.09% 218
2023
Q3 		$1.29M Buy
34,150
+3,242
+10% +$132K 0.09% 190
2023
Q2 		$1.26M Buy
30,908
+3,666
+13% +$152K 0.1% 190
2023
Q1 		$1.14M Buy
27,242
+1,410
+5% +$58.8K 0.11% 180
2022
Q4 		$1.12M Buy
25,832
+2,101
+9% +$83K 0.12% 171
2022
Q3 		$889K Buy
23,731
+3,926
+20% +$174K 0.11% 183
2022
Q2 		$898K Buy
19,805
+1,055
+6% +$49.6K 0.11% 167
2022
Q1 		$893K Sell
18,750
-4,633
-20% -$196K 0.1% 185
2021
Q4 		$963K Buy
23,383
+6,293
+37% +$237K 0.11% 159
2021
Q3 		$589K Buy
17,090
+975
+6% +$33.3K 0.09% 229
2021
Q2 		$509K Buy
16,115
+2,423
+18% +$78K 0.08% 238
2021
Q1 		$412K Hold
13,692
– – 0.07% 214
2020
Q4 		$412K Buy
13,692
+2,426
+22% +$71.6K 0.07% 214
2020
Q3 		$287K Buy
11,266
+2,331
+26% +$61.8K 0.06% 224
2020
Q2 		$231K Buy
8,935
+1,119
+14% +$29.7K 0.06% 221
2020
Q1 		$205K Buy
+7,816
New +$246K 0.06% 204
2017
Q1 		– Sell
-530
Closed -$14K – 249
2016
Q4 		$14K Buy
+530
New +$12.6K 0.01% 286

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

Empirical Finance's EXC Position: Q2 2026 in Review

Empirical Finance increased its Exelon (EXC) stake by 3.6% in Q2 2026, buying an estimated $55.4K and bringing the position to 34,851 shares worth $1.62M. The position accounts for 0.07% of the portfolio, ranked #231.

Empirical Finance first reported a position in EXC in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.65M in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Empirical Finance held 34,851 shares of Exelon worth $1.62M as of Q2 2026.
  • Empirical Finance bought 1,197 Exelon shares in Q2 2026, an estimated $55.4K.
  • Exelon made up 0.07% of Empirical Finance's portfolio in Q2 2026, its #231 holding.
  • Empirical Finance first reported a position in Exelon in Q4 2016 and has held it in 27 quarters since.
  • Empirical Finance's Exelon position peaked at $1.65M in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.