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ORG Partners’s Exelon EXC Stock Holding History

ORG Partners’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
2025
Q4 		$116K Buy
2,659
+103
+4% +$4.7K 0.02% 428
2025
Q3 		$115K Buy
2,556
+68
+3% +$2.99K 0.02% 435
2025
Q2 		$108K Buy
2,488
+142
+6% +$6.32K 0.02% 421
2025
Q1 		$108K Hold
2,346
– – 0.03% 374
2024
Q4 		$88.3K Hold
2,346
– – 0.01% 449
2024
Q3 		$95.1K Sell
2,346
-512
-18% -$19.3K 0.02% 393
2024
Q2 		$98.8K Buy
+2,858
New +$105K 0.01% 607
2024
Q1 		– Sell
-930
Closed -$33.4K – 714
2023
Q4 		$33.4K Sell
930
-1,416
-60% -$54.5K 0.01% 601
2023
Q3 		$88.7K Buy
2,346
+930
+66% +$37.9K 0.03% 422
2023
Q2 		$58K Buy
+1,416
New +$58.5K 0.01% 622

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ORG Partners's EXC Position: Q4 2025 in Review

ORG Partners increased its Exelon (EXC) stake by 4% in Q4 2025, buying an estimated $4.7K and bringing the position to 2,659 shares worth $116K. The position accounts for 0.02% of the portfolio, ranked #428.

ORG Partners first reported a position in EXC in Q2 2023 and has held it in 10 quarters since. 1,248 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

  • ORG Partners held 2,659 shares of Exelon worth $116K as of Q4 2025.
  • ORG Partners bought 103 Exelon shares in Q4 2025, an estimated $4.7K.
  • Exelon made up 0.02% of ORG Partners's portfolio in Q4 2025, its #428 holding.
  • ORG Partners first reported a position in Exelon in Q2 2023 and has held it in 10 quarters since.
  • 1,248 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.