FFA
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First Foundation Advisors’s Exelon EXC Stock Holding History

First Foundation Advisors’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 		$471K Sell
10,108
-15
-0.1% -$694 0.02% 252
2026
Q1 		$496K Buy
10,123
+31
+0.3% +$1.44K 0.02% 236
2025
Q4 		$440K Buy
+10,092
New +$461K 0.02% 248

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

First Foundation Advisors's EXC Position: Q2 2026 in Review

First Foundation Advisors reduced its Exelon (EXC) stake by 0.15% in Q2 2026, selling an estimated $694 and leaving 10,108 shares worth $471K. The position accounts for 0.02% of the portfolio, ranked #252.

First Foundation Advisors first reported a position in EXC in Q4 2025 and has held it in 3 quarters since. The position peaked at $496K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • First Foundation Advisors held 10,108 shares of Exelon worth $471K as of Q2 2026.
  • First Foundation Advisors sold 15 Exelon shares in Q2 2026, an estimated $694.
  • Exelon made up 0.02% of First Foundation Advisors's portfolio in Q2 2026, its #252 holding.
  • First Foundation Advisors first reported a position in Exelon in Q4 2025 and has held it in 3 quarters since.
  • First Foundation Advisors's Exelon position peaked at $496K in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.