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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Keel Point's EXC Position: Q1 2026 in Review

Keel Point reduced its Exelon (EXC) stake by 13% in Q1 2026, selling an estimated $32.7K and leaving 4,890 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #400.

Keel Point first reported a position in EXC in Q1 2025 and has held it in 5 quarters since. The position peaked at $287K in Q3 2025. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Keel Point held 4,890 shares of Exelon worth $240K as of Q1 2026.
  • Keel Point sold 702 Exelon shares in Q1 2026, an estimated $32.7K.
  • Exelon made up 0.02% of Keel Point's portfolio in Q1 2026, its #400 holding.
  • Keel Point first reported a position in Exelon in Q1 2025 and has held it in 5 quarters since.
  • Keel Point's Exelon position peaked at $287K in Q3 2025.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.