EF
EXC icon

Empowered Funds’s Exelon EXC Stock Holding History

Empowered Funds’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 		$19.3M Buy
413,894
+355,981
+615% +$16.5M 0.1% 207
2026
Q1 		$2.84M Buy
57,913
+10,178
+21% +$473K 0.02% 907
2025
Q4 		$2.08M Sell
47,735
-46,074
-49% -$2.1M 0.04% 469
2025
Q3 		$4.22M Buy
93,809
+13,332
+17% +$586K 0.04% 549
2025
Q2 		$3.49M Buy
80,477
+8,169
+11% +$364K 0.04% 576
2025
Q1 		$3.33M Buy
72,308
+15,019
+26% +$628K 0.05% 508
2024
Q4 		$2.16M Buy
57,289
+40,309
+237% +$1.56M 0.03% 705
2024
Q3 		$689K Buy
16,980
+1,367
+9% +$51.4K 0.01% 1006
2024
Q2 		$540K Sell
15,613
-168,356
-92% -$6.21M 0.01% 1029
2024
Q1 		$6.91M Sell
183,969
-5,962
-3% -$213K 0.12% 236
2023
Q4 		$6.82M Sell
189,931
-5,402
-3% -$208K 0.17% 144
2023
Q3 		$7.38M Sell
195,333
-19,770
-9% -$806K 0.22% 87
2023
Q2 		$8.76M Buy
215,103
+8,033
+4% +$332K 0.31% 45
2023
Q1 		$8.67M Sell
207,070
-118,256
-36% -$4.93M 0.51% 32
2022
Q4 		$14.1M Buy
325,326
+159,868
+97% +$6.32M 0.92% 13
2022
Q3 		$6.2M Buy
165,458
+124,684
+306% +$5.51M 0.6% 35
2022
Q2 		$1.85M Buy
40,774
+13
+0% +$611 0.24% 120
2022
Q1 		$1.94M Buy
+40,761
New +$1.73M 0.21% 119

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

Empowered Funds's EXC Position: Q2 2026 in Review

Empowered Funds increased its Exelon (EXC) stake by 615% in Q2 2026, buying an estimated $16.5M and bringing the position to 413,894 shares worth $19.3M. The position accounts for 0.1% of the portfolio, ranked #207.

Empowered Funds first reported a position in EXC in Q1 2022 and has held it in 18 quarters since. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Empowered Funds held 413,894 shares of Exelon worth $19.3M as of Q2 2026.
  • Empowered Funds bought 355,981 Exelon shares in Q2 2026, an estimated $16.5M.
  • Exelon made up 0.1% of Empowered Funds's portfolio in Q2 2026, its #207 holding.
  • Empowered Funds first reported a position in Exelon in Q1 2022 and has held it in 18 quarters since.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.