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Mather Group’s Exelon EXC Stock Holding History

Mather Group’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 		$482K Buy
10,342
+975
+10% +$45.1K ﹤0.01% 545
2026
Q1 		$459K Sell
9,367
-189
-2% -$8.79K ﹤0.01% 516
2025
Q4 		$417K Sell
9,556
-1,708
-15% -$77.9K ﹤0.01% 453
2025
Q3 		$507K Buy
11,264
+3,230
+40% +$142K 0.01% 402
2025
Q2 		$349K Buy
8,034
+2,656
+49% +$118K ﹤0.01% 463
2025
Q1 		$248K Buy
5,378
+1,111
+26% +$46.4K ﹤0.01% 530
2024
Q4 		$161K Sell
4,267
-768
-15% -$29.8K ﹤0.01% 632
2024
Q3 		$204K Sell
5,035
-11,144
-69% -$419K ﹤0.01% 566
2024
Q2 		$608K Buy
16,179
+2,683
+20% +$99K 0.01% 374
2024
Q1 		$485K Buy
13,496
+48
+0.4% +$1.72K 0.01% 345
2023
Q4 		$483K Buy
13,448
+2,042
+18% +$78.7K 0.01% 356
2023
Q3 		$431K Buy
11,406
+103
+0.9% +$4.2K 0.01% 356
2023
Q2 		$460K Sell
11,303
-6,279
-36% -$260K 0.01% 365
2023
Q1 		$737K Sell
17,582
-172
-1% -$7.17K 0.01% 261
2022
Q4 		$768K Buy
17,754
+188
+1% +$7.43K 0.01% 249
2022
Q3 		$658K Buy
+17,566
New +$777K 0.01% 248

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

Mather Group's EXC Position: Q2 2026 in Review

Mather Group increased its Exelon (EXC) stake by 10% in Q2 2026, buying an estimated $45.1K and bringing the position to 10,342 shares worth $482K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Mather Group first reported a position in EXC in Q3 2022 and has held it in 16 quarters since. The position peaked at $768K in Q4 2022. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Mather Group held 10,342 shares of Exelon worth $482K as of Q2 2026.
  • Mather Group bought 975 Exelon shares in Q2 2026, an estimated $45.1K.
  • Exelon made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #545 holding.
  • Mather Group first reported a position in Exelon in Q3 2022 and has held it in 16 quarters since.
  • Mather Group's Exelon position peaked at $768K in Q4 2022.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.