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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
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
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Interchange Capital Partners's EXC Position: Q1 2026 in Review

Interchange Capital Partners sold out of Exelon (EXC) in Q1 2026, closing a stake of 10,582 shares — an estimated $461K sold.

Interchange Capital Partners first reported a position in EXC in Q4 2020 and held it in 3 quarters. The position peaked at $461K in Q4 2025. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Interchange Capital Partners reported no remaining Exelon position as of Q1 2026 after selling out during the quarter.
  • Interchange Capital Partners sold 10,582 Exelon shares in Q1 2026, an estimated $461K.
  • Interchange Capital Partners first reported a position in Exelon in Q4 2020 and held it in 3 quarters.
  • Interchange Capital Partners's Exelon position peaked at $461K in Q4 2025.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.