Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Exelon EXC Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-35,481
Closed -$1.6M – 731
2025
Q3 		$1.6M Sell
35,481
-63,058
-64% -$2.77M 0.01% 720
2025
Q2 		$4.28M Buy
98,539
+71,589
+266% +$3.19M 0.02% 469
2025
Q1 		$1.24M Sell
26,950
-79,198
-75% -$3.31M 0.01% 689
2024
Q4 		$4M Buy
106,148
+46,393
+78% +$1.8M 0.02% 443
2024
Q3 		$1.73M Buy
59,755
+31,415
+111% +$1.18M 0.01% 516
2024
Q2 		$981K Buy
+28,340
New +$1.05M 0.01% 539
2024
Q1 		– Sell
-6,952
Closed -$250K – 665
2023
Q4 		$250K Buy
6,952
+100
+1% +$3.85K ﹤0.01% 379
2023
Q3 		$259K Sell
6,852
-475
-6% -$19.4K ﹤0.01% 364
2023
Q2 		$299K Sell
7,327
-1,326
-15% -$54.8K ﹤0.01% 370
2023
Q1 		$362K Buy
8,653
+2,127
+33% +$88.7K 0.01% 361
2022
Q4 		$282K Buy
6,526
+950
+17% +$37.5K 0.01% 364
2022
Q3 		$209K Buy
+5,576
New +$247K ﹤0.01% 375

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kovitz Investment Group Partners's EXC Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Exelon (EXC) in Q4 2025, closing a stake of 35,481 shares — an estimated $1.6M sold.

Kovitz Investment Group Partners first reported a position in EXC in Q3 2022 and held it in 12 quarters. The position peaked at $4.28M in Q2 2025. 1,250 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Exelon position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 35,481 Exelon shares in Q4 2025, an estimated $1.6M.
  • Kovitz Investment Group Partners first reported a position in Exelon in Q3 2022 and held it in 12 quarters.
  • Kovitz Investment Group Partners's Exelon position peaked at $4.28M in Q2 2025.
  • 1,250 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.