ECM
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Evergreen Capital Management’s Exelon EXC Stock Holding History

Evergreen Capital 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 		$495K Buy
10,105
+1,262
+14% +$58.7K 0.01% 794
2025
Q4 		$385K Buy
8,843
+1,575
+22% +$71.9K 0.01% 895
2025
Q3 		$327K Sell
7,268
-185
-2% -$8.13K 0.01% 905
2025
Q2 		$324K Buy
7,453
+1,081
+17% +$48.1K 0.01% 767
2025
Q1 		$294K Buy
+6,372
New +$266K 0.01% 761

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

Evergreen Capital Management's EXC Position: Q1 2026 in Review

Evergreen Capital Management increased its Exelon (EXC) stake by 14% in Q1 2026, buying an estimated $58.7K and bringing the position to 10,105 shares worth $495K. The position accounts for 0.01% of the portfolio, ranked #794.

Evergreen Capital Management first reported a position in EXC in Q1 2025 and has held it in 5 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Evergreen Capital Management held 10,105 shares of Exelon worth $495K as of Q1 2026.
  • Evergreen Capital Management bought 1,262 Exelon shares in Q1 2026, an estimated $58.7K.
  • Exelon made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #794 holding.
  • Evergreen Capital Management first reported a position in Exelon in Q1 2025 and has held it in 5 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.