Evolution Advisers’s Exelon EXC Stock Holding History

Evolution Advisers’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	$35K	Hold	760	–	–	0.01%	120
2026 Q1	$37K	Hold	760	–	–	0.02%	98
2025 Q4	$33K	Hold	760	–	–	0.01%	102
2025 Q3	$34K	Hold	760	–	–	0.02%	103
2025 Q2	$33K	Hold	760	–	–	0.02%	105
2025 Q1	$34K	Hold	760	–	–	0.02%	104
2024 Q4	$28K	Buy	760 +8	+1%	+$310	0.02%	111
2024 Q3	$30K	Buy	752 +7	+0.9%	+$263	0.02%	105
2024 Q2	$25K	Buy	745 +7	+0.9%	+$258	0.01%	111
2024 Q1	$28K	Buy	738 +8	+1%	+$286	0.02%	112
2023 Q4	$27K	Buy	730 +7	+1%	+$270	0.02%	116
2023 Q3	$27K	Buy	723 +6	+0.8%	+$244	0.02%	87
2023 Q2	$29K	Buy	717 +7	+1%	+$289	0.02%	85
2023 Q1	$29K	Buy	710 +6	+0.9%	+$250	0.02%	80
2022 Q4	$30K	Buy	704 +6	+0.9%	+$237	0.02%	87
2022 Q3	$26K	Buy	698 +5	+0.7%	+$221	0.02%	81
2022 Q2	$31K	Buy	693 +5	+0.7%	+$235	0.03%	76
2022 Q1	$32K	Sell	688 -270	-28%	-$11.4K	0.02%	77
2021 Q4	$39K	Buy	+958	New	+$36.1K	0.03%	59

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Evolution Advisers's EXC Position: Q2 2026 in Review

Evolution Advisers held its Exelon (EXC) position steady in Q2 2026 at 760 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #120.

Evolution Advisers first reported a position in EXC in Q4 2021 and has held it in 19 quarters since. The position peaked at $39K in Q4 2021. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Evolution Advisers held 760 shares of Exelon worth $35K as of Q2 2026.
Evolution Advisers left its Exelon share count unchanged in Q2 2026.
Exelon made up 0.01% of Evolution Advisers's portfolio in Q2 2026, its #120 holding.
Evolution Advisers first reported a position in Exelon in Q4 2021 and has held it in 19 quarters since.
Evolution Advisers's Exelon position peaked at $39K in Q4 2021.
1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.