KBFS
EXC icon

Kohmann Bosshard Financial Services’s Exelon EXC Stock Holding History

Kohmann Bosshard Financial Services’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 		– Sell
-275
Closed -$12K – 338
2025
Q4 		$12K Buy
+275
New +$12.6K ﹤0.01% 809
2025
Q1 		– Sell
-275
Closed -$10.4K – 444
2024
Q4 		$10.4K Buy
+275
New +$10.7K ﹤0.01% 502

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Kohmann Bosshard Financial Services's EXC Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Exelon (EXC) in Q1 2026, closing a stake of 275 shares — an estimated $12K sold.

Kohmann Bosshard Financial Services first reported a position in EXC in Q4 2024 and held it in 2 quarters. The position peaked at $12K in Q4 2025. 1,286 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Exelon position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 275 Exelon shares in Q1 2026, an estimated $12K.
  • Kohmann Bosshard Financial Services first reported a position in Exelon in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Exelon position peaked at $12K in Q4 2025.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.