Kayne Anderson Rudnick Investment Management
EXC icon

Kayne Anderson Rudnick Investment Management’s Exelon EXC Stock Holding History

Kayne Anderson Rudnick Investment Management’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 		$896 Sell
18
-19
-51% -$884 ﹤0.01% 856
2025
Q4 		$1.63K Sell
37
-507
-93% -$23.1K ﹤0.01% 837
2025
Q3 		$24.5K Sell
544
-18
-3% -$791 ﹤0.01% 656
2025
Q2 		$24.4K Buy
562
+18
+3% +$801 ﹤0.01% 657
2025
Q1 		$25.1K Sell
544
-52
-9% -$2.17K ﹤0.01% 637
2024
Q4 		$22.4K Buy
596
+585
+5,318% +$22.7K ﹤0.01% 626
2024
Q3 		$446 Hold
11
– – ﹤0.01% 934
2024
Q2 		$381 Hold
11
– – ﹤0.01% 933
2024
Q1 		$413 Hold
11
– – ﹤0.01% 921
2023
Q4 		$395 Sell
11
-2
-15% -$77 ﹤0.01% 901
2023
Q3 		$491 Hold
13
– – ﹤0.01% 797
2023
Q2 		$530 Buy
+13
New +$537 ﹤0.01% 792
2022
Q3 		– Sell
-290
Closed -$13K – 652
2022
Q2 		$13K Hold
290
– – ﹤0.01% 531
2022
Q1 		$14K Buy
290
+235
+427% +$9.96K ﹤0.01% 517
2021
Q4 		$2K Buy
+55
New +$2.07K ﹤0.01% 587
2020
Q2 		– Sell
-84
Closed -$2K – 570
2020
Q1 		$2K Hold
84
– – ﹤0.01% 532
2019
Q4 		$3K Hold
84
– – ﹤0.01% 518
2019
Q3 		$3K Buy
+84
New +$2.82K ﹤0.01% 474

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
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

Kayne Anderson Rudnick Investment Management's EXC Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Exelon (EXC) stake by 51% in Q1 2026, selling an estimated $884 and leaving 18 shares worth $896. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Kayne Anderson Rudnick Investment Management first reported a position in EXC in Q3 2019 and has held it in 18 quarters since. The position peaked at $25.1K in Q1 2025. 1,281 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 18 shares of Exelon worth $896 as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management sold 19 Exelon shares in Q1 2026, an estimated $884.
  • Exelon made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #856 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Exelon in Q3 2019 and has held it in 18 quarters since.
  • Kayne Anderson Rudnick Investment Management's Exelon position peaked at $25.1K in Q1 2025.
  • 1,281 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.