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New York Life Investment Management’s Exelon EXC Stock Holding History

New York Life 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
Q1 		$7.46M Buy
152,265
+5,302
+4% +$247K 0.06% 253
2025
Q4 		$6.41M Sell
146,963
-612
-0.4% -$27.9K 0.06% 276
2025
Q3 		$6.64M Sell
147,575
-3,847
-3% -$169K 0.06% 280
2025
Q2 		$6.57M Sell
151,422
-3,873
-2% -$172K 0.06% 274
2025
Q1 		$7.16M Sell
155,295
-343
-0.2% -$14.3K 0.07% 241
2024
Q4 		$5.86M Buy
155,638
+1,495
+1% +$58K 0.06% 289
2024
Q3 		$6.25M Sell
154,143
-4,598
-3% -$173K 0.06% 288
2024
Q2 		$5.49M Buy
158,741
+1,973
+1% +$72.8K 0.06% 313
2024
Q1 		$5.89M Sell
156,768
-4,720
-3% -$169K 0.06% 292
2023
Q4 		$5.8M Buy
161,488
+558
+0.3% +$21.5K 0.06% 282
2023
Q3 		$6.08M Sell
160,930
-1,189
-0.7% -$48.4K 0.07% 274
2023
Q2 		$6.6M Buy
162,119
+21,393
+15% +$884K 0.07% 259
2023
Q1 		$5.9M Buy
140,726
+342
+0.2% +$14.3K 0.07% 295
2022
Q4 		$6.07M Buy
140,384
+409
+0.3% +$16.2K 0.07% 280
2022
Q3 		$5.24M Buy
139,975
+1,984
+1% +$87.7K 0.06% 299
2022
Q2 		$6.25M Buy
+137,991
New +$6.49M 0.07% 271
2014
Q3 		– Sell
-7,991
Closed -$208K – 203
2014
Q2 		$208K Buy
7,991
+3,925
+97% +$100K 0.04% 157
2014
Q1 		$97K Buy
+4,066
New +$85.6K 0.02% 146

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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

New York Life Investment Management's EXC Position: Q1 2026 in Review

New York Life Investment Management increased its Exelon (EXC) stake by 3.6% in Q1 2026, buying an estimated $247K and bringing the position to 152,265 shares worth $7.46M. The position accounts for 0.06% of the portfolio, ranked #253.

New York Life Investment Management first reported a position in EXC in Q1 2014 and has held it in 18 quarters since. 1,281 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • New York Life Investment Management held 152,265 shares of Exelon worth $7.46M as of Q1 2026.
  • New York Life Investment Management bought 5,302 Exelon shares in Q1 2026, an estimated $247K.
  • Exelon made up 0.06% of New York Life Investment Management's portfolio in Q1 2026, its #253 holding.
  • New York Life Investment Management first reported a position in Exelon in Q1 2014 and has held it in 18 quarters since.
  • 1,281 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.