Morton Community Bank’s Exelon EXC Stock Holding History

Morton Community Bank’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	$471K	Buy	9,601 +50	+0.5%	+$2.33K	0.1%	97
2025 Q4	$428K	Sell	9,551 -2,709	-22%	-$124K	0.09%	101
2025 Q3	$565K	Sell	12,260 -64,952	-84%	-$2.85M	0.13%	99
2025 Q2	$3.35M	Buy	77,212 +2,565	+3%	+$114K	0.83%	68
2025 Q1	$3.44M	Sell	74,647 -1,505	-2%	-$62.9K	0.9%	59
2024 Q4	$2.87M	Sell	76,152 -600	-0.8%	-$23.3K	0.76%	73
2024 Q3	$3.11M	Sell	76,752 -1,301	-2%	-$48.9K	0.81%	75
2024 Q2	$2.7M	Buy	78,053 +811	+1%	+$29.9K	0.76%	78
2024 Q1	$2.9M	Buy	77,242 +5,385	+7%	+$192K	0.84%	73
2023 Q4	$2.58M	Buy	+71,857	New	+$2.77M	0.84%	72

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

Morton Community Bank's EXC Position: Q1 2026 in Review

Morton Community Bank increased its Exelon (EXC) stake by 0.52% in Q1 2026, buying an estimated $2.33K and bringing the position to 9,601 shares worth $471K. The position accounts for 0.1% of the portfolio, ranked #97.

Morton Community Bank first reported a position in EXC in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.44M in Q1 2025. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Morton Community Bank held 9,601 shares of Exelon worth $471K as of Q1 2026.
Morton Community Bank bought 50 Exelon shares in Q1 2026, an estimated $2.33K.
Exelon made up 0.1% of Morton Community Bank's portfolio in Q1 2026, its #97 holding.
Morton Community Bank first reported a position in Exelon in Q4 2023 and has held it in 10 quarters since.
Morton Community Bank's Exelon position peaked at $3.44M in Q1 2025.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.