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Fiduciary Alliance’s Exelon EXC Stock Holding History

Fiduciary Alliance’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 		$642K Sell
13,405
-294
-2% -$13.7K 0.04% 336
2025
Q4 		$597K Sell
13,699
-853
-6% -$38.9K 0.04% 318
2025
Q3 		$655K Sell
14,552
-176
-1% -$7.73K 0.04% 295
2025
Q2 		$639K Buy
+14,728
New +$656K 0.05% 286

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

Fiduciary Alliance's EXC Position: Q1 2026 in Review

Fiduciary Alliance reduced its Exelon (EXC) stake by 2.1% in Q1 2026, selling an estimated $13.7K and leaving 13,405 shares worth $642K. The position accounts for 0.04% of the portfolio, ranked #336.

Fiduciary Alliance first reported a position in EXC in Q2 2025 and has held it in 4 quarters since. The position peaked at $655K in Q3 2025. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Fiduciary Alliance held 13,405 shares of Exelon worth $642K as of Q1 2026.
  • Fiduciary Alliance sold 294 Exelon shares in Q1 2026, an estimated $13.7K.
  • Exelon made up 0.04% of Fiduciary Alliance's portfolio in Q1 2026, its #336 holding.
  • Fiduciary Alliance first reported a position in Exelon in Q2 2025 and has held it in 4 quarters since.
  • Fiduciary Alliance's Exelon position peaked at $655K in Q3 2025.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.