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Ostrum Asset Management’s Exelon EXC Stock Holding History

Ostrum Asset 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 		$5.9M Buy
120,458
+58,063
+93% +$2.7M 0.33% 45
2025
Q4 		$2.72M Sell
62,395
-24,363
-28% -$1.11M 0.13% 128
2025
Q3 		$3.9M Buy
86,758
+23,692
+38% +$1.04M 0.18% 99
2025
Q2 		$2.74M Sell
63,066
-11,856
-16% -$528K 0.13% 148
2025
Q1 		$3.45M Buy
74,922
+16,002
+27% +$669K 0.18% 102
2024
Q4 		$2.22M Sell
58,920
-2,419
-4% -$93.8K 0.19% 175
2024
Q3 		$2.49M Buy
61,339
+14,984
+32% +$563K 0.21% 173
2024
Q2 		$1.6M Sell
46,355
-3,601
-7% -$133K 0.14% 228
2024
Q1 		$1.88M Hold
49,956
– – 0.15% 236
2023
Q4 		$1.79M Buy
49,956
+7,421
+17% +$286K 0.16% 215
2023
Q3 		$1.61M Buy
42,535
+11,803
+38% +$481K 0.15% 212
2023
Q2 		$1.25M Buy
30,732
+58
+0.2% +$2.4K 0.1% 263
2023
Q1 		$1.28M Buy
+30,674
New +$1.28M 0.11% 249

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