Financial Council’s Exelon EXC Stock Holding History

Financial Council’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	$272K	Hold	5,549	–	–	0.1%	76
2025 Q4	$242K	Hold	5,549	–	–	0.1%	83
2025 Q3	$250K	Hold	5,549	–	–	0.11%	77
2025 Q2	$241K	Hold	5,549	–	–	0.12%	78
2025 Q1	$256K	Hold	5,549	–	–	0.14%	73
2024 Q4	$209K	Hold	5,549	–	–	0.11%	85
2024 Q3	$225K	Buy	+5,549	New	+$209K	0.12%	83
2024 Q2	–	Sell	-5,549	Closed	-$208K	–	83
2024 Q1	$208K	Sell	5,549 -175	-3%	-$6.25K	0.12%	80
2023 Q4	$205K	Hold	5,724	–	–	0.14%	73
2023 Q3	$216K	Hold	5,724	–	–	0.17%	59
2023 Q2	$233K	Buy	+5,724	New	+$237K	0.18%	61

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Financial Council's EXC Position: Q1 2026 in Review

Financial Council held its Exelon (EXC) position steady in Q1 2026 at 5,549 shares worth $272K. The position accounts for 0.1% of the portfolio, ranked #76.

Financial Council first reported a position in EXC in Q2 2023 and has held it in 11 quarters since. 1,278 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Financial Council held 5,549 shares of Exelon worth $272K as of Q1 2026.
Financial Council left its Exelon share count unchanged in Q1 2026.
Exelon made up 0.1% of Financial Council's portfolio in Q1 2026, its #76 holding.
Financial Council first reported a position in Exelon in Q2 2023 and has held it in 11 quarters since.
1,278 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Financial Council's 13F filing for Q1 2026, filed 21 Apr 2026.