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LaSalle St. Investment Advisors’s Exelon EXC Stock Holding History

LaSalle St. Investment 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
Q2 		$1.2M Buy
25,769
+9,522
+59% +$440K 0.15% 118
2026
Q1 		$796K Sell
16,247
-540
-3% -$25.1K 0.11% 146
2025
Q4 		$731K Buy
16,787
+1,112
+7% +$50.7K 0.12% 139
2025
Q3 		$705K Buy
15,675
+374
+2% +$16.4K 0.13% 130
2025
Q2 		$664K Sell
15,301
-89
-0.6% -$3.96K 0.18% 125
2025
Q1 		$709K Buy
15,390
+158
+1% +$6.6K 0.17% 116
2024
Q4 		$573K Buy
15,232
+89
+0.6% +$3.45K 0.18% 115
2024
Q3 		$614K Buy
15,143
+272
+2% +$10.2K 0.24% 74
2024
Q2 		$515K Buy
14,871
+72
+0.5% +$2.66K 0.26% 70
2024
Q1 		$546K Sell
14,799
-119
-0.8% -$4.25K 0.31% 55
2023
Q4 		$536K Buy
14,918
+7,265
+95% +$280K 0.36% 47
2023
Q3 		$289K Buy
7,653
+97
+1% +$3.95K 0.14% 90
2023
Q2 		$307K Sell
7,556
-172
-2% -$7.11K 0.14% 85
2023
Q1 		$323K Buy
7,728
+293
+4% +$12.2K 0.14% 85
2022
Q4 		$321K Buy
+7,435
New +$294K 0.15% 75

Other funds holding EXC

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

LaSalle St. Investment Advisors's EXC Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its Exelon (EXC) stake by 59% in Q2 2026, buying an estimated $440K and bringing the position to 25,769 shares worth $1.2M. The position accounts for 0.15% of the portfolio, ranked #118.

LaSalle St. Investment Advisors first reported a position in EXC in Q4 2022 and has held it in 15 quarters since. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • LaSalle St. Investment Advisors held 25,769 shares of Exelon worth $1.2M as of Q2 2026.
  • LaSalle St. Investment Advisors bought 9,522 Exelon shares in Q2 2026, an estimated $440K.
  • Exelon made up 0.15% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #118 holding.
  • LaSalle St. Investment Advisors first reported a position in Exelon in Q4 2022 and has held it in 15 quarters since.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.