EH
EXC icon

Equitable Holdings’s Exelon EXC Stock Holding History

Equitable Holdings’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 		$999K Buy
22,356
+6,298
+39% +$293K 0.01% 977
2025
Q4 		$700K Sell
16,058
-2,660
-14% -$121K ﹤0.01% 992
2025
Q3 		$842K Buy
18,718
+9
+0% +$395 0.01% 883
2025
Q2 		$812K Buy
18,709
+295
+2% +$13.1K 0.01% 858
2025
Q1 		$849K Buy
18,414
+569
+3% +$23.8K 0.01% 759
2024
Q4 		$672K Sell
17,845
-3,923
-18% -$152K 0.01% 787
2024
Q3 		$883K Buy
21,768
+4,326
+25% +$163K 0.01% 708
2024
Q2 		$604K Buy
17,442
+1,894
+12% +$69.9K 0.01% 782
2024
Q1 		$584K Sell
15,548
-5,233
-25% -$187K 0.01% 756
2023
Q4 		$746K Buy
20,781
+3,192
+18% +$123K 0.01% 652
2023
Q3 		$665K Buy
17,589
+274
+2% +$11.2K 0.01% 639
2023
Q2 		$705K Buy
17,315
+1,026
+6% +$42.4K 0.01% 609
2023
Q1 		$682K Buy
16,289
+8,695
+114% +$362K 0.01% 566
2022
Q4 		$328K Sell
7,594
-103
-1% -$4.07K 0.01% 709
2022
Q3 		$288K Buy
7,697
+390
+5% +$17.2K 0.01% 698
2022
Q2 		$331K Sell
7,307
-8
-0.1% -$376 0.01% 658
2022
Q1 		$348K Sell
7,315
-2,758
-27% -$117K 0.01% 677
2021
Q4 		$415K Sell
10,073
-195
-2% -$7.34K 0.01% 613
2021
Q3 		$354K Buy
10,268
+617
+6% +$21.1K 0.01% 620
2021
Q2 		$305K Buy
9,651
+59
+0.6% +$1.9K 0.01% 669
2021
Q1 		$299K Buy
9,592
+1,814
+23% +$54.5K 0.01% 620
2020
Q4 		$234K Buy
+7,778
New +$230K 0.01% 615
2020
Q3 		– Sell
-7,641
Closed -$200K – 632
2020
Q2 		$200K Sell
7,641
-383
-5% -$10.2K 0.01% 590
2020
Q1 		$211K Buy
8,024
+62
+0.8% +$1.95K 0.01% 529
2019
Q4 		$259K Buy
+7,962
New +$258K 0.01% 531

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

Equitable Holdings's EXC Position: Q1 2026 in Review

Equitable Holdings increased its Exelon (EXC) stake by 39% in Q1 2026, buying an estimated $293K and bringing the position to 22,356 shares worth $999K. The position accounts for 0.01% of the portfolio, ranked #977.

Equitable Holdings first reported a position in EXC in Q4 2019 and has held it in 25 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Equitable Holdings held 22,356 shares of Exelon worth $999K as of Q1 2026.
  • Equitable Holdings bought 6,298 Exelon shares in Q1 2026, an estimated $293K.
  • Exelon made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #977 holding.
  • Equitable Holdings first reported a position in Exelon in Q4 2019 and has held it in 25 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.