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Optima Capital’s Exelon EXC Stock Holding History

Optima Capital’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 		– Sell
-584
Closed -$25.5K – 531
2025
Q4 		$25.5K Buy
+584
New +$26.7K 0.01% 394

Other funds holding EXC

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
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

Optima Capital's EXC Position: Q1 2026 in Review

Optima Capital sold out of Exelon (EXC) in Q1 2026, closing a stake of 584 shares — an estimated $25.5K sold.

Optima Capital first reported a position in EXC in Q4 2025 and held it in 1 quarter. The position peaked at $25.5K in Q4 2025. 1,278 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Optima Capital reported no remaining Exelon position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 584 Exelon shares in Q1 2026, an estimated $25.5K.
  • Optima Capital first reported a position in Exelon in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Exelon position peaked at $25.5K in Q4 2025.
  • 1,278 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.