GBFG
EXC icon

Gerald Baker Financial Group’s Exelon EXC Stock Holding History

Gerald Baker Financial Group’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 		$1.03M Buy
22,007
+106
+0.5% +$4.9K 0.29% 61
2026
Q1 		$1.07M Buy
+21,901
New +$1.02M 0.34% 58

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

Gerald Baker Financial Group's EXC Position: Q2 2026 in Review

Gerald Baker Financial Group increased its Exelon (EXC) stake by 0.48% in Q2 2026, buying an estimated $4.9K and bringing the position to 22,007 shares worth $1.03M. The position accounts for 0.29% of the portfolio, ranked #61.

Gerald Baker Financial Group first reported a position in EXC in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.07M in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Gerald Baker Financial Group held 22,007 shares of Exelon worth $1.03M as of Q2 2026.
  • Gerald Baker Financial Group bought 106 Exelon shares in Q2 2026, an estimated $4.9K.
  • Exelon made up 0.29% of Gerald Baker Financial Group's portfolio in Q2 2026, its #61 holding.
  • Gerald Baker Financial Group first reported a position in Exelon in Q1 2026 and has held it in 2 quarters since.
  • Gerald Baker Financial Group's Exelon position peaked at $1.07M in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Gerald Baker Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.