NAAA
EXC icon

New Age Alpha Advisors’s Exelon EXC Stock Holding History

New Age Alpha Advisors’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 		$7.56M Buy
162,253
+33,717
+26% +$1.56M 0.32% 63
2026
Q1 		$6.3M Sell
128,536
-5,161
-4% -$240K 0.29% 85
2025
Q4 		$5.83M Buy
133,697
+4,380
+3% +$200K 0.25% 99
2025
Q3 		$5.82M Sell
129,317
-8,537
-6% -$375K 0.24% 105
2025
Q2 		$5.99M Sell
137,854
-32,506
-19% -$1.45M 0.26% 95
2025
Q1 		$7.85M Buy
170,360
+82,305
+93% +$3.44M 0.35% 62
2024
Q4 		$3.31M Buy
+88,055
New +$3.42M 0.13% 223

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

New Age Alpha Advisors's EXC Position: Q2 2026 in Review

New Age Alpha Advisors increased its Exelon (EXC) stake by 26% in Q2 2026, buying an estimated $1.56M and bringing the position to 162,253 shares worth $7.56M. The position accounts for 0.32% of the portfolio, ranked #63.

New Age Alpha Advisors first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.85M in Q1 2025. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • New Age Alpha Advisors held 162,253 shares of Exelon worth $7.56M as of Q2 2026.
  • New Age Alpha Advisors bought 33,717 Exelon shares in Q2 2026, an estimated $1.56M.
  • Exelon made up 0.32% of New Age Alpha Advisors's portfolio in Q2 2026, its #63 holding.
  • New Age Alpha Advisors first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Exelon position peaked at $7.85M in Q1 2025.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.