MAM
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MMA Asset Management’s Exelon EXC Stock Holding History

MMA 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
Q2 		$395K Sell
8,464
-16
-0.2% -$740 0.13% 142
2026
Q1 		$416K Buy
+8,480
New +$394K 0.15% 126
2025
Q4 		– Sell
-8,097
Closed -$364K – 221
2025
Q3 		$364K Buy
+8,097
New +$356K 0.12% 138

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

MMA Asset Management's EXC Position: Q2 2026 in Review

MMA Asset Management reduced its Exelon (EXC) stake by 0.19% in Q2 2026, selling an estimated $740 and leaving 8,464 shares worth $395K. The position accounts for 0.13% of the portfolio, ranked #142.

MMA Asset Management first reported a position in EXC in Q3 2025 and has held it in 3 quarters since. The position peaked at $416K in Q1 2026. 1,288 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • MMA Asset Management held 8,464 shares of Exelon worth $395K as of Q2 2026.
  • MMA Asset Management sold 16 Exelon shares in Q2 2026, an estimated $740.
  • Exelon made up 0.13% of MMA Asset Management's portfolio in Q2 2026, its #142 holding.
  • MMA Asset Management first reported a position in Exelon in Q3 2025 and has held it in 3 quarters since.
  • MMA Asset Management's Exelon position peaked at $416K in Q1 2026.
  • 1,288 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on MMA Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.