L.J. Altfest & Co’s Exelon EXC Stock Holding History

L.J. Altfest & Co’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	–	Sell	-18,369	Closed	-$900K	–	321
2026 Q1	$900K	Buy	+18,369	New	+$854K	0.1%	152
2025 Q1	–	Sell	-14,709	Closed	-$554K	–	338
2024 Q4	$554K	Sell	14,709 -3,522	-19%	-$137K	0.07%	197
2024 Q3	$739K	Buy	+18,231	New	+$686K	0.1%	160
2017 Q1	–	Sell	-55,393	Closed	-$1.4M	–	141
2016 Q4	$1.4M	Sell	55,393 -611	-1%	-$14.5K	0.7%	44
2016 Q3	$1.33M	Buy	56,004 +18	+0%	+$452	0.89%	45
2016 Q2	$1.45M	Buy	+55,986	New	+$1.38M	1.01%	38

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

L.J. Altfest & Co's EXC Position: Q2 2026 in Review

L.J. Altfest & Co sold out of Exelon (EXC) in Q2 2026, closing a stake of 18,369 shares — an estimated $900K sold.

L.J. Altfest & Co first reported a position in EXC in Q2 2016 and held it in 6 quarters. The position peaked at $1.45M in Q2 2016. 1,291 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

L.J. Altfest & Co reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
L.J. Altfest & Co sold 18,369 Exelon shares in Q2 2026, an estimated $900K.
L.J. Altfest & Co first reported a position in Exelon in Q2 2016 and held it in 6 quarters.
L.J. Altfest & Co's Exelon position peaked at $1.45M in Q2 2016.
1,291 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.