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Nalls Sherbakoff Group’s Exelon EXC Stock Holding History

Nalls Sherbakoff 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
2025
Q4 		$8.32K Buy
+191
New +$8.72K 0.01% 338
2025
Q2 		– Sell
-70
Closed -$3.24K – 443
2025
Q1 		$3.24K Buy
+70
New +$2.93K ﹤0.01% 358

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nalls Sherbakoff Group's EXC Position: Q4 2025 in Review

Nalls Sherbakoff Group opened a new position in Exelon (EXC) in Q4 2025: 191 shares worth $8.32K. The stake represents 0.01% of the portfolio and ranks #338 among its holdings. This is a return to the name: Nalls Sherbakoff Group previously reported a position in EXC as recently as Q1 2025.

Nalls Sherbakoff Group first reported a position in EXC in Q1 2025 and has held it in 2 quarters since. 1,249 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

  • Nalls Sherbakoff Group held 191 shares of Exelon worth $8.32K as of Q4 2025.
  • Exelon was a new Nalls Sherbakoff Group position in Q4 2025.
  • Exelon made up 0.01% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #338 holding.
  • Nalls Sherbakoff Group first reported a position in Exelon in Q1 2025 and has held it in 2 quarters since.
  • 1,249 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.