LOM Asset Management’s Exelon EXC Stock Holding History

LOM Asset Management’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	$402K	Hold	8,200	–	–	0.12%	135
2025 Q4	$357K	Hold	8,200	–	–	0.1%	135
2025 Q3	$369K	Sell	8,200 -450	-5%	-$19.8K	0.11%	133
2025 Q2	$376K	Buy	+8,650	New	+$385K	0.13%	131

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

LOM Asset Management's EXC Position: Q1 2026 in Review

LOM Asset Management held its Exelon (EXC) position steady in Q1 2026 at 8,200 shares worth $402K. The position accounts for 0.12% of the portfolio, ranked #135.

LOM Asset Management first reported a position in EXC in Q2 2025 and has held it in 4 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

LOM Asset Management held 8,200 shares of Exelon worth $402K as of Q1 2026.
LOM Asset Management left its Exelon share count unchanged in Q1 2026.
Exelon made up 0.12% of LOM Asset Management's portfolio in Q1 2026, its #135 holding.
LOM Asset Management first reported a position in Exelon in Q2 2025 and has held it in 4 quarters since.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on LOM Asset Management's 13F filing for Q1 2026, filed 5 May 2026.