IRP
EXC icon

Investment Research Partners’s Exelon EXC Stock Holding History

Investment Research 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 		$872K Buy
18,705
+1,497
+9% +$69.2K 0.3% 80
2026
Q1 		$844K Sell
17,208
-149
-0.9% -$6.93K 0.34% 74
2025
Q4 		$757K Buy
17,357
+748
+5% +$34.1K 0.32% 75
2025
Q3 		$784K Buy
+16,609
New +$729K 0.35% 68

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Investment Research Partners's EXC Position: Q2 2026 in Review

Investment Research Partners increased its Exelon (EXC) stake by 8.7% in Q2 2026, buying an estimated $69.2K and bringing the position to 18,705 shares worth $872K. The position accounts for 0.3% of the portfolio, ranked #80.

Investment Research Partners first reported a position in EXC in Q3 2025 and has held it in 4 quarters since. 972 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Investment Research Partners held 18,705 shares of Exelon worth $872K as of Q2 2026.
  • Investment Research Partners bought 1,497 Exelon shares in Q2 2026, an estimated $69.2K.
  • Exelon made up 0.3% of Investment Research Partners's portfolio in Q2 2026, its #80 holding.
  • Investment Research Partners first reported a position in Exelon in Q3 2025 and has held it in 4 quarters since.
  • 972 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.