Evelyn Partners Asset Management’s Exelon EXC Stock Holding History

Evelyn Partners Asset Management’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	$49	Buy	+1	New	+$47	﹤0.01%	308

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Evelyn Partners Asset Management's EXC Position: Q1 2026 in Review

Evelyn Partners Asset Management opened a new position in Exelon (EXC) in Q1 2026: 1 share worth $49. The stake represents ﹤0.01% of the portfolio and ranks #308 among its holdings.

1,284 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Evelyn Partners Asset Management held 1 share of Exelon worth $49 as of Q1 2026.
Exelon was a new Evelyn Partners Asset Management position in Q1 2026.
Exelon made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #308 holding.
1,284 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.