Lakeside Advisors’s Exelon EXC Stock Holding History

Lakeside 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 Q3	$492K	Sell	12,175 -533	-4%	-$23.8K	0.29%	50
2026 Q2	$592K	Sell	12,708 -900	-7%	-$41.6K	0.37%	43
2026 Q1	$667K	Sell	13,608 -250	-2%	-$11.6K	0.45%	37
2025 Q4	$604K	Sell	13,858 -150	-1%	-$6.85K	0.39%	40
2025 Q3	$630K	Sell	14,008 -1,150	-8%	-$50.5K	0.4%	36
2025 Q2	$658K	Sell	15,158 -200	-1%	-$8.9K	0.42%	36
2025 Q1	$708K	Sell	15,358 -900	-6%	-$37.6K	0.47%	31
2024 Q4	$612K	Sell	16,258 -100	-0.6%	-$3.88K	0.4%	35
2024 Q3	$663K	Hold	16,358	–	–	0.42%	36
2024 Q2	$566K	Sell	16,358 -700	-4%	-$25.8K	0.37%	39
2024 Q1	$641K	Sell	17,058 -200	-1%	-$7.15K	0.41%	37
2023 Q4	$620K	Hold	17,258	–	–	0.43%	34
2023 Q3	$652K	Sell	17,258 -200	-1%	-$8.15K	0.5%	34
2023 Q2	$711K	Sell	17,458 -450	-3%	-$18.6K	0.52%	34
2023 Q1	$750K	Hold	17,908	–	–	0.58%	32
2022 Q4	$774K	Hold	17,908	–	–	0.63%	30
2022 Q3	$671K	Sell	17,908 -100	-0.6%	-$4.42K	0.6%	30
2022 Q2	$816K	Sell	18,008 -245	-1%	-$11.5K	0.69%	27
2022 Q1	$869K	Sell	18,253 -7,338	-29%	-$311K	0.66%	26
2021 Q4	$1.05M	Buy	+25,591	New	+$964K	0.78%	25

Other funds holding EXC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Lakeside Advisors's EXC Position: Q3 2026 in Review

Lakeside Advisors reduced its Exelon (EXC) stake by 4.2% in Q3 2026, selling an estimated $23.8K and leaving 12,175 shares worth $492K. The position accounts for 0.29% of the portfolio, ranked #50.

Lakeside Advisors first reported a position in EXC in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.05M in Q4 2021. 917 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

Lakeside Advisors held 12,175 shares of Exelon worth $492K as of Q3 2026.
Lakeside Advisors sold 533 Exelon shares in Q3 2026, an estimated $23.8K.
Exelon made up 0.29% of Lakeside Advisors's portfolio in Q3 2026, its #50 holding.
Lakeside Advisors first reported a position in Exelon in Q4 2021 and has held it in 20 quarters since.
Lakeside Advisors's Exelon position peaked at $1.05M in Q4 2021.
917 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.