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NEOS Investment Management’s Exelon EXC Stock Holding History

NEOS Investment 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
Q2 		$36.4M Buy
779,857
+98,429
+14% +$4.55M 0.13% 122
2026
Q1 		$33.4M Buy
681,428
+101,885
+18% +$4.74M 0.17% 106
2025
Q4 		$25.3M Buy
579,543
+112,038
+24% +$5.11M 0.15% 121
2025
Q3 		$21M Buy
467,505
+189,338
+68% +$8.32M 0.16% 122
2025
Q2 		$12.1M Buy
278,167
+99,580
+56% +$4.43M 0.15% 131
2025
Q1 		$8.23M Buy
178,587
+47,221
+36% +$1.97M 0.16% 136
2024
Q4 		$4.94M Buy
131,366
+26,715
+26% +$1.04M 0.12% 159
2024
Q3 		$4.24M Buy
104,651
+19,476
+23% +$732K 0.13% 150
2024
Q2 		$2.95M Buy
85,175
+26,798
+46% +$989K 0.12% 155
2024
Q1 		$2.19M Buy
58,377
+11,455
+24% +$409K 0.14% 142
2023
Q4 		$1.68M Buy
46,922
+2,988
+7% +$115K 0.16% 128
2023
Q3 		$1.66M Buy
+43,934
New +$1.79M 0.21% 102

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

NEOS Investment Management's EXC Position: Q2 2026 in Review

NEOS Investment Management increased its Exelon (EXC) stake by 14% in Q2 2026, buying an estimated $4.55M and bringing the position to 779,857 shares worth $36.4M. The position accounts for 0.13% of the portfolio, ranked #122.

NEOS Investment Management first reported a position in EXC in Q3 2023 and has held it in 12 quarters since. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • NEOS Investment Management held 779,857 shares of Exelon worth $36.4M as of Q2 2026.
  • NEOS Investment Management bought 98,429 Exelon shares in Q2 2026, an estimated $4.55M.
  • Exelon made up 0.13% of NEOS Investment Management's portfolio in Q2 2026, its #122 holding.
  • NEOS Investment Management first reported a position in Exelon in Q3 2023 and has held it in 12 quarters since.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.