Genus Capital Management’s Exelon EXC Stock Holding History

Genus Capital 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 Q1	–	Sell	-39,100	Closed	-$1.7M	–	208
2025 Q4	$1.7M	Buy	39,100 +13,100	+50%	+$598K	0.2%	113
2025 Q3	$1.17M	Buy	+26,000	New	+$1.14M	0.14%	137

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Genus Capital Management's EXC Position: Q1 2026 in Review

Genus Capital Management sold out of Exelon (EXC) in Q1 2026, closing a stake of 39,100 shares — an estimated $1.7M sold.

Genus Capital Management first reported a position in EXC in Q3 2025 and held it in 2 quarters. The position peaked at $1.7M in Q4 2025. 1,285 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Genus Capital Management reported no remaining Exelon position as of Q1 2026 after selling out during the quarter.
Genus Capital Management sold 39,100 Exelon shares in Q1 2026, an estimated $1.7M.
Genus Capital Management first reported a position in Exelon in Q3 2025 and held it in 2 quarters.
Genus Capital Management's Exelon position peaked at $1.7M in Q4 2025.
1,285 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Genus Capital Management's 13F filing for Q1 2026, filed 4 May 2026.