KIG
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Kennedy Investment Group’s Exelon EXC Stock Holding History

Kennedy Investment Group’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 		$330K Buy
7,070
+11
+0.2% +$509 0.11% 117
2026
Q1 		$346K Sell
7,059
-191
-3% -$8.88K 0.14% 107
2025
Q4 		$316K Buy
7,250
+48
+0.7% +$2.19K 0.12% 113
2025
Q3 		$324K Buy
7,202
+402
+6% +$17.7K 0.13% 109
2025
Q2 		$295K Sell
6,800
-34
-0.5% -$1.51K 0.13% 113
2025
Q1 		$315K Buy
6,834
+66
+1% +$2.76K 0.15% 104
2024
Q4 		$255K Buy
6,768
+41
+0.6% +$1.59K 0.12% 110
2024
Q3 		$273K Sell
6,727
-149
-2% -$5.6K 0.13% 108
2024
Q2 		$238K Sell
6,876
-449
-6% -$16.6K 0.12% 110
2024
Q1 		$275K Buy
7,325
+36
+0.5% +$1.29K 0.15% 103
2023
Q4 		$262K Sell
7,289
-2,322
-24% -$89.4K 0.15% 103
2023
Q3 		$363K Sell
9,611
-262
-3% -$10.7K 0.22% 90
2023
Q2 		$402K Buy
9,873
+67
+0.7% +$2.77K 0.24% 85
2023
Q1 		$411K Buy
9,806
+22
+0.2% +$917 0.25% 85
2022
Q4 		$423K Buy
+9,784
New +$387K 0.27% 82

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

Kennedy Investment Group's EXC Position: Q2 2026 in Review

Kennedy Investment Group increased its Exelon (EXC) stake by 0.16% in Q2 2026, buying an estimated $509 and bringing the position to 7,070 shares worth $330K. The position accounts for 0.11% of the portfolio, ranked #117.

Kennedy Investment Group first reported a position in EXC in Q4 2022 and has held it in 15 quarters since. The position peaked at $423K in Q4 2022. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Kennedy Investment Group held 7,070 shares of Exelon worth $330K as of Q2 2026.
  • Kennedy Investment Group bought 11 Exelon shares in Q2 2026, an estimated $509.
  • Exelon made up 0.11% of Kennedy Investment Group's portfolio in Q2 2026, its #117 holding.
  • Kennedy Investment Group first reported a position in Exelon in Q4 2022 and has held it in 15 quarters since.
  • Kennedy Investment Group's Exelon position peaked at $423K in Q4 2022.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.