Marietta Investment Partners’s Exelon EXC Stock Holding History

Marietta Investment Partners’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	$275K	Hold	5,900	–	–	0.05%	150
2026 Q1	$289K	Hold	5,900	–	–	0.06%	139
2025 Q4	$257K	Sell	5,900 -2,600	-31%	-$119K	0.05%	152
2025 Q3	$383K	Hold	8,500	–	–	0.07%	136
2025 Q2	$369K	Hold	8,500	–	–	0.08%	133
2025 Q1	$392K	Hold	8,500	–	–	0.09%	128
2024 Q4	$320K	Hold	8,500	–	–	0.07%	136
2024 Q3	$345K	Hold	8,500	–	–	0.07%	134
2024 Q2	$294K	Hold	8,500	–	–	0.06%	139
2024 Q1	$319K	Hold	8,500	–	–	0.07%	138
2023 Q4	$305K	Hold	8,500	–	–	0.08%	136
2023 Q3	$321K	Hold	8,500	–	–	0.09%	133
2023 Q2	$346K	Hold	8,500	–	–	0.09%	133
2023 Q1	$356K	Hold	8,500	–	–	0.1%	135
2022 Q4	$367K	Hold	8,500	–	–	0.1%	137
2022 Q3	$316K	Hold	8,500	–	–	0.09%	141
2022 Q2	$385K	Hold	8,500	–	–	0.11%	129
2022 Q1	$405K	Sell	8,500 -3,417	-29%	-$145K	0.09%	139
2021 Q4	$491K	Hold	11,917	–	–	0.1%	134
2021 Q3	$411K	Hold	11,917	–	–	0.09%	144
2021 Q2	$377K	Hold	11,917	–	–	0.09%	142
2021 Q1	$372K	Hold	11,917	–	–	0.09%	141
2020 Q4	$359K	Hold	11,917	–	–	0.09%	119
2020 Q3	$304K	Hold	11,917	–	–	0.09%	119
2020 Q2	$308K	Hold	11,917	–	–	0.1%	117
2020 Q1	$313K	Hold	11,917	–	–	0.13%	96
2019 Q4	$388K	Hold	11,917	–	–	0.13%	113
2019 Q3	$411K	Hold	11,917	–	–	0.14%	104
2019 Q2	$407K	Hold	11,917	–	–	0.13%	107
2019 Q1	$426K	Hold	11,917	–	–	0.13%	102
2018 Q4	$383K	Buy	+11,917	New	+$381K	0.15%	97

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Marietta Investment Partners's EXC Position: Q2 2026 in Review

Marietta Investment Partners held its Exelon (EXC) position steady in Q2 2026 at 5,900 shares worth $275K. The position accounts for 0.05% of the portfolio, ranked #150.

Marietta Investment Partners first reported a position in EXC in Q4 2018 and has held it in 31 quarters since. The position peaked at $491K in Q4 2021. 1,149 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Marietta Investment Partners held 5,900 shares of Exelon worth $275K as of Q2 2026.
Marietta Investment Partners left its Exelon share count unchanged in Q2 2026.
Exelon made up 0.05% of Marietta Investment Partners's portfolio in Q2 2026, its #150 holding.
Marietta Investment Partners first reported a position in Exelon in Q4 2018 and has held it in 31 quarters since.
Marietta Investment Partners's Exelon position peaked at $491K in Q4 2021.
1,149 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Marietta Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.