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Fidelis Capital Partners’s Exelon EXC Stock Holding History

Fidelis Capital 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
Q1 		$532K Buy
10,856
+382
+4% +$17.8K 0.04% 309
2025
Q4 		$457K Buy
10,474
+39
+0.4% +$1.78K 0.03% 329
2025
Q3 		$470K Buy
10,435
+45
+0.4% +$1.98K 0.04% 314
2025
Q2 		$468K Buy
10,390
+32
+0.3% +$1.43K 0.04% 275
2025
Q1 		$479K Buy
10,358
+1,163
+13% +$48.6K 0.05% 255
2024
Q4 		$373K Buy
9,195
+3,794
+70% +$147K 0.04% 301
2024
Q3 		$220K Buy
+5,401
New +$203K 0.03% 375

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

Fidelis Capital Partners's EXC Position: Q1 2026 in Review

Fidelis Capital Partners increased its Exelon (EXC) stake by 3.6% in Q1 2026, buying an estimated $17.8K and bringing the position to 10,856 shares worth $532K. The position accounts for 0.04% of the portfolio, ranked #309.

Fidelis Capital Partners first reported a position in EXC in Q3 2024 and has held it in 7 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Fidelis Capital Partners held 10,856 shares of Exelon worth $532K as of Q1 2026.
  • Fidelis Capital Partners bought 382 Exelon shares in Q1 2026, an estimated $17.8K.
  • Exelon made up 0.04% of Fidelis Capital Partners's portfolio in Q1 2026, its #309 holding.
  • Fidelis Capital Partners first reported a position in Exelon in Q3 2024 and has held it in 7 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.