InceptionR’s Exelon EXC Stock Holding History

InceptionR’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	-27,074	Closed	-$1.18M	–	727
2025 Q4	$1.18M	Buy	+27,074	New	+$1.24M	0.33%	65
2024 Q4	–	Sell	-46,600	Closed	-$1.89M	–	691
2024 Q3	$1.89M	Buy	46,600 +30,839	+196%	+$1.16M	0.46%	17
2024 Q2	$545K	Buy	+15,761	New	+$582K	0.15%	254

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

InceptionR's EXC Position: Q1 2026 in Review

InceptionR sold out of Exelon (EXC) in Q1 2026, closing a stake of 27,074 shares — an estimated $1.18M sold.

InceptionR first reported a position in EXC in Q2 2024 and held it in 3 quarters. The position peaked at $1.89M in Q3 2024. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

InceptionR reported no remaining Exelon position as of Q1 2026 after selling out during the quarter.
InceptionR sold 27,074 Exelon shares in Q1 2026, an estimated $1.18M.
InceptionR first reported a position in Exelon in Q2 2024 and held it in 3 quarters.
InceptionR's Exelon position peaked at $1.89M in Q3 2024.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.