IPS
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Investors Portfolio Services’s Exelon EXC Stock Holding History

Investors Portfolio Services’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 		$6.39K Buy
137
+24
+21% +$1.11K ﹤0.01% 171
2026
Q1 		$5.49K Sell
113
-17
-13% -$791 0.01% 168
2025
Q4 		$5.67K Buy
+130
New +$5.93K 0.01% 153

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Investors Portfolio Services's EXC Position: Q2 2026 in Review

Investors Portfolio Services increased its Exelon (EXC) stake by 21% in Q2 2026, buying an estimated $1.11K and bringing the position to 137 shares worth $6.39K. The position accounts for ﹤0.01% of the portfolio, ranked #171.

Investors Portfolio Services first reported a position in EXC in Q4 2025 and has held it in 3 quarters since. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Investors Portfolio Services held 137 shares of Exelon worth $6.39K as of Q2 2026.
  • Investors Portfolio Services bought 24 Exelon shares in Q2 2026, an estimated $1.11K.
  • Exelon made up ﹤0.01% of Investors Portfolio Services's portfolio in Q2 2026, its #171 holding.
  • Investors Portfolio Services first reported a position in Exelon in Q4 2025 and has held it in 3 quarters since.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.