FFO
EXC icon

Fortitude Family Office’s Exelon EXC Stock Holding History

Fortitude Family Office’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 		$26K Sell
558
-198
-26% -$9.16K 0.01% 458
2026
Q1 		$37.1K Buy
756
+296
+64% +$13.8K 0.01% 290
2025
Q4 		$20.1K Buy
460
+2
+0.4% +$91 ﹤0.01% 403
2025
Q3 		$20.6K Buy
458
+11
+2% +$483 0.01% 386
2025
Q2 		$19.4K Sell
447
-261
-37% -$11.6K 0.01% 386
2025
Q1 		$32.6K Hold
708
– – 0.01% 299
2024
Q4 		$26.6K Sell
708
-1,207
-63% -$46.8K 0.01% 387
2024
Q3 		$77.7K Buy
1,915
+1,274
+199% +$47.9K 0.03% 186
2024
Q2 		$22.2K Hold
641
– – 0.01% 289
2024
Q1 		$24.1K Buy
641
+219
+52% +$7.83K 0.02% 251
2023
Q4 		$15.2K Buy
+422
New +$16.3K 0.01% 343

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

Fortitude Family Office's EXC Position: Q2 2026 in Review

Fortitude Family Office reduced its Exelon (EXC) stake by 26% in Q2 2026, selling an estimated $9.16K and leaving 558 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #458.

Fortitude Family Office first reported a position in EXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $77.7K in Q3 2024. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Fortitude Family Office held 558 shares of Exelon worth $26K as of Q2 2026.
  • Fortitude Family Office sold 198 Exelon shares in Q2 2026, an estimated $9.16K.
  • Exelon made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #458 holding.
  • Fortitude Family Office first reported a position in Exelon in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's Exelon position peaked at $77.7K in Q3 2024.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.