KLCM Advisors’s Exelon EXC Stock Holding History

KLCM Advisors’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	$366K	Hold	7,476	–	–	0.03%	190
2025 Q4	$326K	Hold	7,476	–	–	0.03%	182
2025 Q3	$336K	Hold	7,476	–	–	0.03%	137
2025 Q2	$325K	Sell	7,476 -4,800	-39%	-$214K	0.03%	134
2025 Q1	$566K	Buy	12,276 +2,400	+24%	+$100K	0.07%	102
2024 Q4	$372K	Buy	9,876 +2,423	+33%	+$94K	0.04%	122
2024 Q3	$302K	Hold	7,453	–	–	0.04%	130
2024 Q2	$258K	Buy	7,453 +200	+3%	+$7.38K	0.03%	134
2024 Q1	$272K	Sell	7,253 -250	-3%	-$8.93K	0.04%	133
2023 Q4	$269K	Buy	7,503 +1,448	+24%	+$55.8K	0.04%	123
2023 Q3	$229K	Buy	+6,055	New	+$247K	0.04%	118
2022 Q2	–	Sell	-4,549	Closed	-$217K	–	116
2022 Q1	$217K	Sell	4,549 -1,829	-29%	-$77.5K	0.05%	100
2021 Q4	$263K	Hold	6,378	–	–	0.06%	96
2021 Q3	$220K	Buy	+6,378	New	+$218K	0.05%	102

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

KLCM Advisors's EXC Position: Q1 2026 in Review

KLCM Advisors held its Exelon (EXC) position steady in Q1 2026 at 7,476 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #190.

KLCM Advisors first reported a position in EXC in Q3 2021 and has held it in 14 quarters since. The position peaked at $566K in Q1 2025. 1,278 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

KLCM Advisors held 7,476 shares of Exelon worth $366K as of Q1 2026.
KLCM Advisors left its Exelon share count unchanged in Q1 2026.
Exelon made up 0.03% of KLCM Advisors's portfolio in Q1 2026, its #190 holding.
KLCM Advisors first reported a position in Exelon in Q3 2021 and has held it in 14 quarters since.
KLCM Advisors's Exelon position peaked at $566K in Q1 2025.
1,278 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.