Evergreen Capital Management’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.27M Buy
27,140
+17,035
+169% +$788K 0.02% 456
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

Evergreen Capital Management's EXC Position: Q2 2026 in Review

Evergreen Capital Management increased its Exelon (EXC) stake by 169% in Q2 2026, buying an estimated $788K and bringing the position to 27,140 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #456.

Evergreen Capital Management first reported a position in EXC in Q1 2025 and has held it in 6 quarters since. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Evergreen Capital Management held 27,140 shares of Exelon worth $1.27M as of Q2 2026.
  • Evergreen Capital Management bought 17,035 Exelon shares in Q2 2026, an estimated $788K.
  • Exelon made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #456 holding.
  • Evergreen Capital Management first reported a position in Exelon in Q1 2025 and has held it in 6 quarters since.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.