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 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 $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

L.J. Altfest & Co's EXC Position: Q1 2026 in Review

L.J. Altfest & Co opened a new position in Exelon (EXC) in Q1 2026: 18,369 shares worth $900K. The stake represents 0.1% of the portfolio and ranks #152 among its holdings. This is a return to the name: L.J. Altfest & Co previously reported a position in EXC as recently as Q4 2024.

L.J. Altfest & Co first reported a position in EXC in Q2 2016 and has held it in 6 quarters since. The position peaked at $1.45M in Q2 2016. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

L.J. Altfest & Co held 18,369 shares of Exelon worth $900K as of Q1 2026.
Exelon was a new L.J. Altfest & Co position in Q1 2026.
Exelon made up 0.1% of L.J. Altfest & Co's portfolio in Q1 2026, its #152 holding.
L.J. Altfest & Co first reported a position in Exelon in Q2 2016 and has held it in 6 quarters since.
L.J. Altfest & Co's Exelon position peaked at $1.45M in Q2 2016.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.