Kemnay Advisory Services’s Exelon EXC Stock Holding History

Kemnay Advisory 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 Q1	$20.2K	Buy	412 +10	+2%	+$465	﹤0.01%	687
2025 Q4	$17.5K	Buy	+402	New	+$18.3K	﹤0.01%	587
2021 Q3	–	Sell	-24,674	Closed	-$780K	–	97
2021 Q2	$780K	Buy	+24,674	New	+$794K	0.09%	66
2020 Q2	–	Sell	-28,512	Closed	-$749K	–	89
2020 Q1	$749K	Buy	+28,512	New	+$897K	0.21%	40
2019 Q2	–	Sell	-30,666	Closed	-$1.1M	–	102
2019 Q1	$1.1M	Sell	30,666 -3,139	-9%	-$107K	0.24%	65
2018 Q4	$1.09M	Sell	33,805 -8,113	-19%	-$259K	0.41%	84
2018 Q3	$1.3M	Buy	41,918 +16,575	+65%	+$510K	0.4%	51
2018 Q2	$770K	Buy	+25,343	New	+$726K	0.24%	104

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Kemnay Advisory Services's EXC Position: Q1 2026 in Review

Kemnay Advisory Services increased its Exelon (EXC) stake by 2.5% in Q1 2026, buying an estimated $465 and bringing the position to 412 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Kemnay Advisory Services first reported a position in EXC in Q2 2018 and has held it in 8 quarters since. The position peaked at $1.3M in Q3 2018. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Kemnay Advisory Services held 412 shares of Exelon worth $20.2K as of Q1 2026.
Kemnay Advisory Services bought 10 Exelon shares in Q1 2026, an estimated $465.
Exelon made up ﹤0.01% of Kemnay Advisory Services's portfolio in Q1 2026, its #687 holding.
Kemnay Advisory Services first reported a position in Exelon in Q2 2018 and has held it in 8 quarters since.
Kemnay Advisory Services's Exelon position peaked at $1.3M in Q3 2018.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Kemnay Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.