John Overdeck’s Exelon EXC Stock Holding History

John Overdeck’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	$256K	Buy	+5,500	New	+$254K	﹤0.01%	4626
2021 Q2	–	Sell	-37,854	Closed	-$1.18M	–	4190
2021 Q1	$1.18M	Sell	37,854 -21,170	-36%	-$636K	﹤0.01%	2154
2020 Q4	$1.78M	Buy	59,024 +7,150	+14%	+$211K	0.01%	1573
2020 Q3	$1.32M	Buy	51,874 +40,658	+363%	+$1.08M	﹤0.01%	1574
2020 Q2	$290K	Sell	11,216 -22,152	-66%	-$588K	﹤0.01%	2395
2020 Q1	$876K	Sell	33,368 -67,856	-67%	-$2.13M	0.01%	1513
2019 Q4	$3.29M	Buy	101,224 +25,236	+33%	+$817K	0.01%	1220
2019 Q3	$2.62M	Buy	+75,988	New	+$2.55M	0.01%	1216
2019 Q2	–	Sell	-41,499	Closed	-$1.48M	–	3423
2019 Q1	$1.48M	Sell	41,499 -77,250	-65%	-$2.63M	﹤0.01%	1591
2018 Q4	$3.82M	Buy	118,749 +37,012	+45%	+$1.18M	0.02%	931
2018 Q3	$2.54M	Sell	81,737 -367,043	-82%	-$11.3M	0.01%	1323
2018 Q2	$13.6M	Sell	448,780 -171,044	-28%	-$4.9M	0.04%	545
2018 Q1	$17.2M	Buy	619,824 +553,229	+831%	+$14.9M	0.06%	392
2017 Q4	$1.87M	Buy	+66,595	New	+$1.91M	0.01%	1521
2017 Q3	–	Sell	-746,565	Closed	-$19.2M	–	2860
2017 Q2	$19.2M	Buy	746,565 +535,564	+254%	+$13.6M	0.07%	336
2017 Q1	$5.42M	Buy	211,001 +36,873	+21%	+$940K	0.02%	904
2016 Q4	$4.41M	Sell	174,128 -213,385	-55%	-$5.06M	0.02%	915
2016 Q3	$9.2M	Buy	387,513 +76,690	+25%	+$1.93M	0.03%	578
2016 Q2	$8.06M	Buy	310,823 +162,772	+110%	+$4.03M	0.03%	554
2016 Q1	$3.79M	Buy	148,051 +77,951	+111%	+$1.75M	0.02%	838
2015 Q4	$1.39M	Buy	70,100 +20,329	+41%	+$412K	0.01%	1289
2015 Q3	$1.05M	Sell	49,771 -27,339	-35%	-$615K	0.01%	1169
2015 Q2	$1.73M	Buy	77,110 +11,216	+17%	+$269K	0.01%	1297
2015 Q1	$1.58M	Buy	+65,894	New	+$1.63M	0.01%	1305

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

John Overdeck's EXC Position: Q2 2026 in Review

John Overdeck increased its Exelon (EXC) stake by 54% in Q2 2026, buying an estimated $287K and bringing the position to 17,614 shares worth $821K. The position accounts for ﹤0.01% of the portfolio, ranked #3762.

John Overdeck first reported a position in EXC in Q4 2013 and has held it in 37 quarters since. The position peaked at $159M in Q4 2019. 1,284 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

John Overdeck held 17,614 shares of Exelon worth $821K as of Q2 2026.
John Overdeck bought 6,200 Exelon shares in Q2 2026, an estimated $287K.
Exelon made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3762 holding.
John Overdeck first reported a position in Exelon in Q4 2013 and has held it in 37 quarters since.
John Overdeck's Exelon position peaked at $159M in Q4 2019.
1,284 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.