FFA
EXC icon

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
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 $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

First Foundation Advisors's EXC Position: Q1 2026 in Review

First Foundation Advisors increased its Exelon (EXC) stake by 0.31% in Q1 2026, buying an estimated $1.44K and bringing the position to 10,123 shares worth $496K. The position accounts for 0.02% of the portfolio, ranked #236.

First Foundation Advisors first reported a position in EXC in Q4 2025 and has held it in 2 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • First Foundation Advisors held 10,123 shares of Exelon worth $496K as of Q1 2026.
  • First Foundation Advisors bought 31 Exelon shares in Q1 2026, an estimated $1.44K.
  • Exelon made up 0.02% of First Foundation Advisors's portfolio in Q1 2026, its #236 holding.
  • First Foundation Advisors first reported a position in Exelon in Q4 2025 and has held it in 2 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.