Ken Fisher
EXC icon

Ken Fisher’s Exelon EXC Stock Holding History

Ken Fisher’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 		$233K Buy
+4,761
New +$221K ﹤0.01% 948
2025
Q3 		– Sell
-4,834
Closed -$210K – 1034
2025
Q2 		$210K Buy
+4,834
New +$215K ﹤0.01% 953
2024
Q1 		– Sell
-6,255
Closed -$225K – 984
2023
Q4 		$225K Sell
6,255
-2,722
-30% -$105K ﹤0.01% 932
2023
Q3 		$339K Buy
8,977
+2,850
+47% +$116K ﹤0.01% 911
2023
Q2 		$250K Buy
6,127
+929
+18% +$38.4K ﹤0.01% 985
2023
Q1 		$218K Buy
5,198
+12
+0.2% +$500 ﹤0.01% 974
2022
Q4 		$224K Sell
5,186
-3,777
-42% -$149K ﹤0.01% 962
2022
Q3 		$336K Sell
8,963
-379
-4% -$16.8K ﹤0.01% 807
2022
Q2 		$423K Buy
9,342
+165
+2% +$7.76K ﹤0.01% 746
2022
Q1 		$437K Sell
9,177
-4,270
-32% -$181K ﹤0.01% 756
2021
Q4 		$554K Sell
13,447
-232
-2% -$8.74K ﹤0.01% 746
2021
Q3 		$472K Buy
13,679
+701
+5% +$24K ﹤0.01% 735
2021
Q2 		$410K Sell
12,978
-923
-7% -$29.7K ﹤0.01% 747
2021
Q1 		$434K Sell
13,901
-64
-0.5% -$1.92K ﹤0.01% 726
2020
Q4 		$421K Buy
+13,965
New +$412K ﹤0.01% 735
2020
Q1 		– Sell
-8,983
Closed -$292K – 804
2019
Q4 		$292K Buy
+8,983
New +$291K ﹤0.01% 726

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

Ken Fisher's EXC Position: Q1 2026 in Review

Ken Fisher opened a new position in Exelon (EXC) in Q1 2026: 4,761 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #948 among its holdings. This is a return to the name: Ken Fisher previously reported a position in EXC as recently as Q2 2025.

Ken Fisher first reported a position in EXC in Q4 2019 and has held it in 16 quarters since. The position peaked at $554K in Q4 2021. 1,278 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Ken Fisher held 4,761 shares of Exelon worth $233K as of Q1 2026.
  • Exelon was a new Ken Fisher position in Q1 2026.
  • Exelon made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #948 holding.
  • Ken Fisher first reported a position in Exelon in Q4 2019 and has held it in 16 quarters since.
  • Ken Fisher's Exelon position peaked at $554K in Q4 2021.
  • 1,278 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.