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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Mather Group's EXC Position: Q1 2026 in Review

Mather Group reduced its Exelon (EXC) stake by 2% in Q1 2026, selling an estimated $8.79K and leaving 9,367 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Mather Group first reported a position in EXC in Q3 2022 and has held it in 15 quarters since. The position peaked at $768K in Q4 2022. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Mather Group held 9,367 shares of Exelon worth $459K as of Q1 2026.
  • Mather Group sold 189 Exelon shares in Q1 2026, an estimated $8.79K.
  • Exelon made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #516 holding.
  • Mather Group first reported a position in Exelon in Q3 2022 and has held it in 15 quarters since.
  • Mather Group's Exelon position peaked at $768K in Q4 2022.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.