Interchange Capital Partners’s Exelon EXC Stock Holding History

Interchange Capital Partners’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	$227K	Buy	+4,879	New	+$226K	0.04%	380
2026 Q1	–	Sell	-10,582	Closed	-$461K	–	368
2025 Q4	$461K	Buy	10,582 +6,129	+138%	+$280K	0.09%	214
2025 Q3	$200K	Buy	+4,453	New	+$196K	0.04%	352
2021 Q1	–	Sell	-5,445	Closed	-$163K	–	506
2020 Q4	$163K	Buy	+5,445	New	+$161K	0.09%	243

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Interchange Capital Partners's EXC Position: Q2 2026 in Review

Interchange Capital Partners opened a new position in Exelon (EXC) in Q2 2026: 4,879 shares worth $227K. The stake represents 0.04% of the portfolio and ranks #380 among its holdings. This is a return to the name: Interchange Capital Partners previously reported a position in EXC as recently as Q4 2025.

Interchange Capital Partners first reported a position in EXC in Q4 2020 and has held it in 4 quarters since. The position peaked at $461K in Q4 2025. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Interchange Capital Partners held 4,879 shares of Exelon worth $227K as of Q2 2026.
Exelon was a new Interchange Capital Partners position in Q2 2026.
Exelon made up 0.04% of Interchange Capital Partners's portfolio in Q2 2026, its #380 holding.
Interchange Capital Partners first reported a position in Exelon in Q4 2020 and has held it in 4 quarters since.
Interchange Capital Partners's Exelon position peaked at $461K in Q4 2025.
1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.