OAJ
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Ogorek Anthony Joseph’s Exelon EXC Stock Holding History

Ogorek Anthony Joseph’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 		$45K Hold
981
– – 0.01% 188
2026
Q1 		$48K Hold
981
– – 0.01% 166
2025
Q4 		$42K Sell
981
-9
-0.9% -$411 0.01% 172
2025
Q3 		$44K Buy
990
+4
+0.4% +$176 0.01% 177
2025
Q2 		$42K Hold
986
– – 0.01% 174
2025
Q1 		$45K Buy
+986
New +$41.2K 0.01% 162

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

Ogorek Anthony Joseph's EXC Position: Q2 2026 in Review

Ogorek Anthony Joseph held its Exelon (EXC) position steady in Q2 2026 at 981 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #188.

Ogorek Anthony Joseph first reported a position in EXC in Q1 2025 and has held it in 6 quarters since. The position peaked at $48K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Ogorek Anthony Joseph held 981 shares of Exelon worth $45K as of Q2 2026.
  • Ogorek Anthony Joseph left its Exelon share count unchanged in Q2 2026.
  • Exelon made up 0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #188 holding.
  • Ogorek Anthony Joseph first reported a position in Exelon in Q1 2025 and has held it in 6 quarters since.
  • Ogorek Anthony Joseph's Exelon position peaked at $48K in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.