Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$262K Buy
+5,612
New +$260K ﹤0.01% 1283
2026
Q1
Sell
-16,392
Closed -$715K 1598
2025
Q4
$715K Buy
16,392
+4,330
+36% +$198K ﹤0.01% 1061
2025
Q3
$543K Buy
12,062
+5,102
+73% +$224K ﹤0.01% 1077
2025
Q2
$302K Buy
6,960
+2,115
+44% +$94.2K ﹤0.01% 1051
2025
Q1
$223K Buy
+4,845
New +$203K ﹤0.01% 1041
2023
Q4
Sell
-400,015
Closed -$15.1M 1036
2023
Q3
$15.1M Sell
400,015
-325,000
-45% -$13.2M 0.17% 137
2023
Q2
$29.5M Buy
725,015
+224,517
+45% +$9.28M 0.33% 70
2023
Q1
$21M Buy
500,498
+200,051
+67% +$8.34M 0.32% 83
2022
Q4
$13M Sell
300,447
-335,534
-53% -$13.3M 0.23% 118
2022
Q3
$23.8M Buy
635,981
+615,829
+3,056% +$27.2M 0.44% 42
2022
Q2
$913K Buy
20,152
+10,837
+116% +$509K 0.02% 791
2022
Q1
$444K Buy
+9,315
New +$395K 0.01% 1017
2021
Q2
Sell
-24,570
Closed -$767K 1191
2021
Q1
$767K Buy
+24,570
New +$738K 0.02% 538
2019
Q3
Sell
-27,539
Closed -$942K 449
2019
Q2
$942K Sell
27,539
-27,438
-50% -$968K 0.03% 242
2019
Q1
$1.97M Sell
54,977
-10,331
-16% -$352K 0.1% 125
2018
Q4
$2.1M Buy
65,308
+40,774
+166% +$1.3M 0.1% 107
2018
Q3
$764K Buy
+24,534
New +$755K 0.05% 153
2018
Q2
Sell
-14,829
Closed -$417K 518
2018
Q1
$417K Hold
14,829
0.04% 260
2017
Q4
$417K Buy
+14,829
New +$426K 0.04% 260
2017
Q3
Sell
-35,684
Closed -$918K 387
2017
Q2
$918K Buy
35,684
+11,592
+48% +$295K 0.06% 323
2017
Q1
$618K Buy
24,092
+15,366
+176% +$392K 0.06% 186
2016
Q4
$221K Sell
8,726
-32,320
-79% -$766K 0.03% 306
2016
Q3
$974K Buy
+41,046
New +$1.03M 0.09% 194
2016
Q2
Sell
-48,891
Closed -$1.25M 517
2016
Q1
$1.25M Buy
+48,891
New +$1.1M 0.14% 145
2015
Q4
Sell
-69,256
Closed -$1.47M 272
2015
Q3
$1.47M Buy
+69,256
New +$1.56M 0.16% 137
2015
Q2
Sell
-24,353
Closed -$584K 549
2015
Q1
$584K Buy
+24,353
New +$603K 0.08% 264
2014
Q4
Sell
-28,437
Closed -$691K 391
2014
Q3
$691K Buy
+28,437
New +$666K 0.06% 156

Other funds holding EXC

LMR Partners's EXC Position: Q2 2026 in Review

LMR Partners opened a new position in Exelon (EXC) in Q2 2026: 5,612 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #1283 among its holdings. This is a return to the name: LMR Partners previously reported a position in EXC as recently as Q4 2025.

LMR Partners first reported a position in EXC in Q3 2014 and has held it in 27 quarters since. The position peaked at $29.5M in Q2 2023. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • LMR Partners held 5,612 shares of Exelon worth $262K as of Q2 2026.
  • Exelon was a new LMR Partners position in Q2 2026.
  • Exelon made up ﹤0.01% of LMR Partners's portfolio in Q2 2026, its #1283 holding.
  • LMR Partners first reported a position in Exelon in Q3 2014 and has held it in 27 quarters since.
  • LMR Partners's Exelon position peaked at $29.5M in Q2 2023.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.