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Moneta Group Investment Advisors’s Exelon EXC Stock Holding History

Moneta Group Investment Advisors’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 		$354K Buy
7,229
+383
+6% +$17.8K ﹤0.01% 588
2025
Q4 		$298K Buy
6,846
+261
+4% +$11.9K ﹤0.01% 635
2025
Q3 		$296K Buy
+6,585
New +$289K ﹤0.01% 626
2018
Q3 		– Sell
-485
Closed -$15K – 279
2018
Q2 		$15K Sell
485
-9,954
-95% -$285K ﹤0.01% 373
2018
Q1 		$15K Buy
10,439
+10,159
+3,628% +$274K ﹤0.01% 427
2017
Q4 		$8K Buy
+280
New +$8.05K ﹤0.01% 355
2015
Q4 		– Sell
-1,549
Closed -$33K – 230
2015
Q3 		$33K Buy
+1,549
New +$34.8K 0.01% 270

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

Moneta Group Investment Advisors's EXC Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Exelon (EXC) stake by 5.6% in Q1 2026, buying an estimated $17.8K and bringing the position to 7,229 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Moneta Group Investment Advisors first reported a position in EXC in Q3 2015 and has held it in 7 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Moneta Group Investment Advisors held 7,229 shares of Exelon worth $354K as of Q1 2026.
  • Moneta Group Investment Advisors bought 383 Exelon shares in Q1 2026, an estimated $17.8K.
  • Exelon made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #588 holding.
  • Moneta Group Investment Advisors first reported a position in Exelon in Q3 2015 and has held it in 7 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.