Pallas Capital Advisors’s Exelon EXC Stock Holding History

Pallas Capital Advisors’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	$230K	Buy	4,929 +619	+14%	+$28.6K	0.01%	849
2026 Q1	$211K	Buy	+4,310	New	+$200K	0.01%	750
2025 Q4	–	Sell	-4,492	Closed	-$202K	–	901
2025 Q3	$202K	Sell	4,492 -1,001	-18%	-$44K	0.01%	783
2025 Q2	$239K	Sell	5,493 -3,616	-40%	-$161K	0.01%	718
2025 Q1	$420K	Buy	9,109 +3,591	+65%	+$150K	0.02%	517
2024 Q4	$208K	Sell	5,518 -688	-11%	-$26.7K	0.01%	549
2024 Q3	$253K	Buy	+6,206	New	+$233K	0.01%	517
2024 Q2	–	Sell	-5,608	Closed	-$211K	–	516
2024 Q1	$211K	Buy	+5,608	New	+$200K	0.01%	414
2023 Q4	–	Sell	-10,072	Closed	-$387K	–	371
2023 Q3	$387K	Buy	+10,072	New	+$410K	0.02%	264
2022 Q1	–	Sell	-8,765	Closed	-$355K	–	251
2021 Q4	$355K	Buy	+8,765	New	+$330K	0.04%	229

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Pallas Capital Advisors's EXC Position: Q2 2026 in Review

Pallas Capital Advisors increased its Exelon (EXC) stake by 14% in Q2 2026, buying an estimated $28.6K and bringing the position to 4,929 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #849.

Pallas Capital Advisors first reported a position in EXC in Q4 2021 and has held it in 10 quarters since. The position peaked at $420K in Q1 2025. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Pallas Capital Advisors held 4,929 shares of Exelon worth $230K as of Q2 2026.
Pallas Capital Advisors bought 619 Exelon shares in Q2 2026, an estimated $28.6K.
Exelon made up 0.01% of Pallas Capital Advisors's portfolio in Q2 2026, its #849 holding.
Pallas Capital Advisors first reported a position in Exelon in Q4 2021 and has held it in 10 quarters since.
Pallas Capital Advisors's Exelon position peaked at $420K in Q1 2025.
1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.