Monetary Management Group’s Exelon EXC Stock Holding History

Monetary Management 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	$225K	Hold	4,600	–	–	0.05%	192
2025 Q4	$201K	Sell	4,600 -500	-10%	-$22.8K	0.05%	192
2025 Q3	$230K	Buy	5,100 +500	+11%	+$22K	0.05%	189
2025 Q2	$200K	Hold	4,600	–	–	0.05%	195
2025 Q1	$212K	Hold	4,600	–	–	0.06%	195
2024 Q4	$173K	Buy	4,600 +4,100	+820%	+$159K	0.05%	208
2024 Q3	$20.3K	Hold	500	–	–	0.01%	303
2024 Q2	$17.3K	Hold	500	–	–	﹤0.01%	302
2024 Q1	$18.8K	Hold	500	–	–	0.01%	301
2023 Q4	$17.9K	Hold	500	–	–	0.01%	298
2023 Q3	$18.9K	Sell	500 -200	-29%	-$8.15K	0.01%	295
2023 Q2	$28.5K	Buy	700 +200	+40%	+$8.27K	0.01%	281
2023 Q1	$20.9K	Hold	500	–	–	0.01%	297
2022 Q4	$21.6K	Hold	500	–	–	0.01%	299
2022 Q3	$19K	Hold	500	–	–	0.01%	307
2022 Q2	$23K	Hold	500	–	–	0.01%	297
2022 Q1	$24K	Sell	500 -201	-29%	-$8.52K	0.01%	307
2021 Q4	$29K	Hold	701	–	–	0.01%	302
2021 Q3	$24K	Hold	701	–	–	0.01%	299
2021 Q2	$22K	Hold	701	–	–	0.01%	284
2021 Q1	$22K	Hold	701	–	–	0.01%	282
2020 Q4	$21K	Hold	701	–	–	0.01%	274
2020 Q3	$18K	Hold	701	–	–	0.01%	261
2020 Q2	$18K	Hold	701	–	–	0.01%	257
2020 Q1	$18K	Hold	701	–	–	0.01%	237
2019 Q4	$23K	Hold	701	–	–	0.01%	258
2019 Q3	$24K	Hold	701	–	–	0.01%	258
2019 Q2	$24K	Hold	701	–	–	0.01%	262
2019 Q1	$25K	Hold	701	–	–	0.01%	254
2018 Q4	$23K	Hold	701	–	–	0.01%	251
2018 Q3	$22K	Hold	701	–	–	0.01%	272
2018 Q2	$21K	Hold	701	–	–	0.01%	278
2018 Q1	$20K	Hold	701	–	–	0.01%	277
2017 Q4	$20K	Hold	701	–	–	0.01%	272
2017 Q3	$19K	Hold	701	–	–	0.01%	267
2017 Q2	$18K	Hold	701	–	–	0.01%	271
2017 Q1	$18K	Hold	701	–	–	0.01%	270
2016 Q4	$18K	Hold	701	–	–	0.01%	274
2016 Q3	$17K	Hold	701	–	–	0.01%	282
2016 Q2	$18K	Hold	701	–	–	0.01%	277
2016 Q1	$18K	Hold	701	–	–	0.01%	273
2015 Q4	$14K	Buy	+701	New	+$14.2K	0.01%	298
2015 Q2	–	Sell	-421	Closed	-$10K	–	341
2015 Q1	$10K	Hold	421	–	–	﹤0.01%	350
2014 Q4	$11K	Buy	+421	New	+$10.8K	﹤0.01%	352
2014 Q3	–	Sell	-421	Closed	-$11K	–	362
2014 Q2	$11K	Buy	+421	New	+$10.7K	0.01%	350

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Monetary Management Group's EXC Position: Q1 2026 in Review

Monetary Management Group held its Exelon (EXC) position steady in Q1 2026 at 4,600 shares worth $225K. The position accounts for 0.05% of the portfolio, ranked #192.

Monetary Management Group first reported a position in EXC in Q2 2014 and has held it in 45 quarters since. The position peaked at $230K in Q3 2025. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Monetary Management Group held 4,600 shares of Exelon worth $225K as of Q1 2026.
Monetary Management Group left its Exelon share count unchanged in Q1 2026.
Exelon made up 0.05% of Monetary Management Group's portfolio in Q1 2026, its #192 holding.
Monetary Management Group first reported a position in Exelon in Q2 2014 and has held it in 45 quarters since.
Monetary Management Group's Exelon position peaked at $230K in Q3 2025.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.