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Keel Point’s Exelon EXC Stock Holding History

Keel Point’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 		$211K Sell
4,526
-364
-7% -$16.8K 0.01% 476
2026
Q1 		$240K Sell
4,890
-702
-13% -$32.7K 0.02% 400
2025
Q4 		$244K Sell
5,592
-788
-12% -$36K 0.01% 455
2025
Q3 		$287K Buy
6,380
+1,532
+32% +$67.3K 0.02% 419
2025
Q2 		$211K Buy
4,848
+100
+2% +$4.45K 0.01% 481
2025
Q1 		$219K Buy
+4,748
New +$198K 0.02% 427

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

Keel Point's EXC Position: Q2 2026 in Review

Keel Point reduced its Exelon (EXC) stake by 7.4% in Q2 2026, selling an estimated $16.8K and leaving 4,526 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #476.

Keel Point first reported a position in EXC in Q1 2025 and has held it in 6 quarters since. The position peaked at $287K in Q3 2025. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Keel Point held 4,526 shares of Exelon worth $211K as of Q2 2026.
  • Keel Point sold 364 Exelon shares in Q2 2026, an estimated $16.8K.
  • Exelon made up 0.01% of Keel Point's portfolio in Q2 2026, its #476 holding.
  • Keel Point first reported a position in Exelon in Q1 2025 and has held it in 6 quarters since.
  • Keel Point's Exelon position peaked at $287K in Q3 2025.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.