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Fisher Funds Management’s Exelon EXC Stock Holding History

Fisher Funds Management’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 		$9.55M Sell
204,844
-11,867
-5% -$549K 0.27% 84
2026
Q1 		$10.6M Hold
216,711
– – 0.31% 80
2025
Q4 		$9.47M Hold
216,711
– – 0.24% 89
2025
Q3 		$9.75M Hold
216,711
– – 0.26% 87
2025
Q2 		$9.41M Sell
216,711
-24,078
-10% -$1.07M 0.22% 84
2025
Q1 		$11.1M Hold
240,789
– – 0.27% 76
2024
Q4 		$9.04M Buy
+240,789
New +$9.34M 0.22% 79

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

Fisher Funds Management's EXC Position: Q2 2026 in Review

Fisher Funds Management reduced its Exelon (EXC) stake by 5.5% in Q2 2026, selling an estimated $549K and leaving 204,844 shares worth $9.55M. The position accounts for 0.27% of the portfolio, ranked #84.

Fisher Funds Management first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.1M in Q1 2025. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Fisher Funds Management held 204,844 shares of Exelon worth $9.55M as of Q2 2026.
  • Fisher Funds Management sold 11,867 Exelon shares in Q2 2026, an estimated $549K.
  • Exelon made up 0.27% of Fisher Funds Management's portfolio in Q2 2026, its #84 holding.
  • Fisher Funds Management first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
  • Fisher Funds Management's Exelon position peaked at $11.1M in Q1 2025.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Fisher Funds Management's 13F filing for Q2 2026, filed 14 Jul 2026.