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EXC icon

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
Q2 		$349K Hold
7,476
– – 0.03% 213
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
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

KLCM Advisors's EXC Position: Q2 2026 in Review

KLCM Advisors held its Exelon (EXC) position steady in Q2 2026 at 7,476 shares worth $349K. The position accounts for 0.03% of the portfolio, ranked #213.

KLCM Advisors first reported a position in EXC in Q3 2021 and has held it in 15 quarters since. The position peaked at $566K in Q1 2025. 1,291 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • KLCM Advisors held 7,476 shares of Exelon worth $349K as of Q2 2026.
  • KLCM Advisors left its Exelon share count unchanged in Q2 2026.
  • Exelon made up 0.03% of KLCM Advisors's portfolio in Q2 2026, its #213 holding.
  • KLCM Advisors first reported a position in Exelon in Q3 2021 and has held it in 15 quarters since.
  • KLCM Advisors's Exelon position peaked at $566K in Q1 2025.
  • 1,291 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on KLCM Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.