EP
EXC icon

Essential Partners’s Exelon EXC Stock Holding History

Essential Partners’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 		$8.3K Hold
178
– – ﹤0.01% 1308
2026
Q1 		$8.73K Buy
178
+111
+166% +$5.16K ﹤0.01% 1323
2025
Q4 		$2.92K Sell
67
-6
-8% -$274 ﹤0.01% 1657
2025
Q3 		$3.29K Buy
73
+44
+152% +$1.93K ﹤0.01% 1595
2025
Q2 		$1.26K Buy
+29
New +$1.29K ﹤0.01% 1451

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Essential Partners's EXC Position: Q2 2026 in Review

Essential Partners held its Exelon (EXC) position steady in Q2 2026 at 178 shares worth $8.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Essential Partners first reported a position in EXC in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.73K in Q1 2026. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Essential Partners held 178 shares of Exelon worth $8.3K as of Q2 2026.
  • Essential Partners left its Exelon share count unchanged in Q2 2026.
  • Exelon made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1308 holding.
  • Essential Partners first reported a position in Exelon in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Exelon position peaked at $8.73K in Q1 2026.
  • 1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.