KFG
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Kingdom Financial Group’s Exelon EXC Stock Holding History

Kingdom Financial 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
Q1 		$675K Sell
13,769
-28
-0.2% -$1.3K 0.19% 55
2025
Q4 		$601K Buy
13,797
+9,130
+196% +$417K 0.19% 60
2025
Q3 		$210K Buy
+4,667
New +$205K 0.13% 70

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

Kingdom Financial Group's EXC Position: Q1 2026 in Review

Kingdom Financial Group reduced its Exelon (EXC) stake by 0.2% in Q1 2026, selling an estimated $1.3K and leaving 13,769 shares worth $675K. The position accounts for 0.19% of the portfolio, ranked #55.

Kingdom Financial Group first reported a position in EXC in Q3 2025 and has held it in 3 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Kingdom Financial Group held 13,769 shares of Exelon worth $675K as of Q1 2026.
  • Kingdom Financial Group sold 28 Exelon shares in Q1 2026, an estimated $1.3K.
  • Exelon made up 0.19% of Kingdom Financial Group's portfolio in Q1 2026, its #55 holding.
  • Kingdom Financial Group first reported a position in Exelon in Q3 2025 and has held it in 3 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.