MV Capital Management’s Exelon EXC Stock Holding History

MV Capital 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 Q1	$43.9K	Buy	896 +3	+0.3%	+$140	﹤0.01%	345
2025 Q4	$38.9K	Buy	893 +10	+1%	+$456	﹤0.01%	345
2025 Q3	$39.7K	Hold	883	–	–	﹤0.01%	343
2025 Q2	$38.3K	Hold	883	–	–	﹤0.01%	343
2025 Q1	$40.7K	Sell	883 -164	-16%	-$6.86K	﹤0.01%	331
2024 Q4	$39.4K	Sell	1,047 -5	-0.5%	-$194	﹤0.01%	322
2024 Q3	$42.7K	Buy	1,052 +9	+0.9%	+$338	﹤0.01%	321
2024 Q2	$36.1K	Buy	1,043 +125	+14%	+$4.61K	﹤0.01%	330
2024 Q1	$34.5K	Sell	918 -156	-15%	-$5.57K	﹤0.01%	341
2023 Q4	$38.6K	Sell	1,074 -91	-8%	-$3.5K	﹤0.01%	330
2023 Q3	$44K	Buy	1,165 +79	+7%	+$3.22K	0.01%	306
2023 Q2	$44.2K	Sell	1,086 -22	-2%	-$909	0.01%	311
2023 Q1	$46.4K	Buy	1,108 +97	+10%	+$4.04K	0.01%	289
2022 Q4	$43.7K	Sell	1,011 -15	-1%	-$593	0.01%	243
2022 Q3	$38K	Buy	1,026 +20	+2%	+$884	0.01%	255
2022 Q2	$46K	Buy	1,006 +59	+6%	+$2.77K	0.01%	226
2022 Q1	$45K	Sell	947 -281	-23%	-$11.9K	0.01%	235
2021 Q4	$51K	Buy	1,228 +57	+5%	+$2.15K	0.01%	216
2021 Q3	$40K	Buy	1,171 +122	+12%	+$4.17K	0.01%	224
2021 Q2	$33K	Buy	1,049 +173	+20%	+$5.57K	0.01%	230
2021 Q1	$27K	Buy	876 +35	+4%	+$1.05K	﹤0.01%	203
2020 Q4	$25K	Hold	841	–	–	﹤0.01%	199
2020 Q3	$21K	Hold	841	–	–	﹤0.01%	186
2020 Q2	$22K	Hold	841	–	–	0.01%	195
2020 Q1	$22K	Buy	841 +701	+501%	+$22K	0.01%	184
2019 Q4	$5K	Sell	140 -59	-30%	-$1.91K	﹤0.01%	283
2019 Q3	$7K	Buy	199 +59	+42%	+$1.98K	﹤0.01%	259
2019 Q2	$5K	Hold	140	–	–	﹤0.01%	277
2019 Q1	$5K	Hold	140	–	–	﹤0.01%	285
2018 Q4	$5K	Hold	140	–	–	﹤0.01%	263
2018 Q3	$4K	Hold	140	–	–	﹤0.01%	310
2018 Q2	$4K	Hold	140	–	–	﹤0.01%	324
2018 Q1	$4K	Hold	140	–	–	﹤0.01%	322
2017 Q4	$4K	Hold	140	–	–	﹤0.01%	321
2017 Q3	$4K	Hold	140	–	–	﹤0.01%	307
2017 Q2	$4K	Hold	140	–	–	﹤0.01%	299
2017 Q1	$4K	Hold	140	–	–	﹤0.01%	296
2016 Q4	$4K	Sell	140 -140	-50%	-$3.32K	﹤0.01%	296
2016 Q3	$7K	Hold	280	–	–	﹤0.01%	254
2016 Q2	$7K	Hold	280	–	–	﹤0.01%	250
2016 Q1	$7K	Hold	280	–	–	﹤0.01%	242
2015 Q4	$6K	Hold	280	–	–	﹤0.01%	264
2015 Q3	$6K	Hold	280	–	–	﹤0.01%	254
2015 Q2	$6K	Buy	+280	New	+$6.71K	﹤0.01%	342

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

MV Capital Management's EXC Position: Q1 2026 in Review

MV Capital Management increased its Exelon (EXC) stake by 0.34% in Q1 2026, buying an estimated $140 and bringing the position to 896 shares worth $43.9K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

MV Capital Management first reported a position in EXC in Q2 2015 and has held it in 44 quarters since. The position peaked at $51K in Q4 2021. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

MV Capital Management held 896 shares of Exelon worth $43.9K as of Q1 2026.
MV Capital Management bought 3 Exelon shares in Q1 2026, an estimated $140.
Exelon made up ﹤0.01% of MV Capital Management's portfolio in Q1 2026, its #345 holding.
MV Capital Management first reported a position in Exelon in Q2 2015 and has held it in 44 quarters since.
MV Capital Management's Exelon position peaked at $51K in Q4 2021.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.