Opus Investment Management’s Exelon EXC Stock Holding History

Opus 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	$2.75M	Hold	56,000	–	–	1.64%	19
2025 Q4	$2.44M	Hold	56,000	–	–	1.49%	19
2025 Q3	$2.52M	Hold	56,000	–	–	1.56%	19
2025 Q2	$2.43M	Hold	56,000	–	–	1.62%	21
2025 Q1	$2.58M	Hold	56,000	–	–	1.84%	20
2024 Q4	$2.11M	Hold	56,000	–	–	1.56%	21
2024 Q3	$2.27M	Hold	56,000	–	–	1.59%	21
2024 Q2	$1.94M	Hold	56,000	–	–	1.25%	26
2024 Q1	$2.1M	Hold	56,000	–	–	1.37%	25
2023 Q4	$2.01M	Hold	56,000	–	–	1.15%	25
2023 Q3	$2.12M	Sell	56,000 -25,600	-31%	-$1.04M	1.3%	25
2023 Q2	$3.32M	Hold	81,600	–	–	1.19%	33
2023 Q1	$3.42M	Hold	81,600	–	–	1.24%	32
2022 Q4	$3.53M	Hold	81,600	–	–	1.26%	37
2022 Q3	$3.06M	Hold	81,600	–	–	0.71%	53
2022 Q2	$3.7M	Hold	81,600	–	–	0.8%	46
2022 Q1	$3.89M	Sell	81,600 -32,803	-29%	-$1.39M	0.6%	60
2021 Q4	$4.71M	Hold	114,403	–	–	0.67%	51
2021 Q3	$3.94M	Hold	114,403	–	–	0.6%	54
2021 Q2	$3.62M	Hold	114,403	–	–	0.54%	65
2021 Q1	$3.57M	Hold	114,403	–	–	0.52%	61
2020 Q4	$3.44M	Hold	114,403	–	–	0.54%	50
2020 Q3	$2.92M	Hold	114,403	–	–	0.55%	51
2020 Q2	$2.96M	Hold	114,403	–	–	0.6%	48
2020 Q1	$3M	Hold	114,403	–	–	0.63%	45
2019 Q4	$3.72M	Buy	114,403 +17,945	+19%	+$581K	0.61%	51
2019 Q3	$3.32M	Buy	96,458 +17,946	+23%	+$603K	0.58%	54
2019 Q2	$2.69M	Hold	78,512	–	–	0.51%	64
2019 Q1	$2.81M	Hold	78,512	–	–	0.56%	57
2018 Q4	$2.53M	Hold	78,512	–	–	0.54%	58
2018 Q3	$2.44M	Hold	78,512	–	–	0.43%	68
2018 Q2	$2.39M	Hold	78,512	–	–	0.43%	63
2018 Q1	$2.19M	Buy	+78,512	New	+$2.12M	0.4%	62
2014 Q3	–	Sell	-93,948	Closed	-$2.44M	–	82
2014 Q2	$2.44M	Sell	93,948 -53,276	-36%	-$1.36M	0.48%	63
2014 Q1	$3.52M	Hold	147,224	–	–	0.81%	42
2013 Q4	$2.88M	Hold	147,224	–	–	0.78%	35
2013 Q3	$3.11M	Hold	147,224	–	–	0.71%	48
2013 Q2	$3.24M	Buy	+147,224	New	+$3.57M	0.77%	46

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Opus Investment Management's EXC Position: Q1 2026 in Review

Opus Investment Management held its Exelon (EXC) position steady in Q1 2026 at 56,000 shares worth $2.75M. The position accounts for 1.64% of the portfolio, ranked #19.

Opus Investment Management first reported a position in EXC in Q2 2013 and has held it in 38 quarters since. The position peaked at $4.71M in Q4 2021. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Opus Investment Management held 56,000 shares of Exelon worth $2.75M as of Q1 2026.
Opus Investment Management left its Exelon share count unchanged in Q1 2026.
Exelon made up 1.64% of Opus Investment Management's portfolio in Q1 2026, its #19 holding.
Opus Investment Management first reported a position in Exelon in Q2 2013 and has held it in 38 quarters since.
Opus Investment Management's Exelon position peaked at $4.71M in Q4 2021.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Opus Investment Management's 13F filing for Q1 2026, filed 13 May 2026.