INTECH Investment Management’s Exelon EXC Stock Holding History

INTECH Investment 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	$13.8M	Buy	281,591 +156,708	+125%	+$7.29M	0.14%	126
2025 Q4	$5.44M	Buy	124,883 +26,457	+27%	+$1.21M	0.05%	340
2025 Q3	$4.43M	Buy	98,426 +37,092	+60%	+$1.63M	0.04%	418
2025 Q2	$2.66M	Buy	61,334 +16,758	+38%	+$746K	0.03%	588
2025 Q1	$2.05M	Buy	44,576 +8,809	+25%	+$368K	0.02%	735
2024 Q4	$1.35M	Sell	35,767 -37,648	-51%	-$1.46M	0.01%	950
2024 Q3	$2.98M	Buy	73,415 +6,704	+10%	+$252K	0.03%	371
2024 Q2	$2.31M	Buy	66,711 +23,221	+53%	+$857K	0.03%	408
2024 Q1	$1.63M	Buy	43,490 +2,846	+7%	+$102K	0.02%	393
2023 Q4	$1.46M	Sell	40,644 -33,912	-45%	-$1.31M	0.02%	379
2023 Q3	$2.82M	Sell	74,556 -300,859	-80%	-$12.3M	0.04%	309
2023 Q2	$15.3M	Sell	375,415 -333,394	-47%	-$13.8M	0.16%	161
2023 Q1	$29.7M	Buy	708,809 +46,970	+7%	+$1.96M	0.24%	110
2022 Q4	$28.6M	Sell	661,839 -22,966	-3%	-$907K	0.21%	132
2022 Q3	$25.7M	Buy	684,805 +268,638	+65%	+$11.9M	0.19%	136
2022 Q2	$18.9M	Buy	+416,167	New	+$19.6M	0.11%	208

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

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

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

Lazard Asset Management

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

Fidelity Investments

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