Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.27M Buy
70,177
+321
+0.5% +$14.8K 0.01% 772
2026
Q1
$3.42M Buy
69,856
+2,157
+3% +$100K 0.02% 670
2025
Q4
$2.95M Buy
67,699
+6,258
+10% +$286K 0.02% 692
2025
Q3
$2.76M Buy
61,441
+19,957
+48% +$877K 0.02% 621
2025
Q2
$1.8M Buy
41,484
+4,584
+12% +$204K 0.01% 718
2025
Q1
$1.65M Buy
36,900
+2,592
+8% +$108K 0.02% 617
2024
Q4
$1.3M Buy
34,308
+18,016
+111% +$699K 0.02% 657
2024
Q3
$661K Buy
+16,292
New +$613K 0.01% 738

Other funds holding EXC

&Partners's EXC Position: Q2 2026 in Review

&Partners increased its Exelon (EXC) stake by 0.46% in Q2 2026, buying an estimated $14.8K and bringing the position to 70,177 shares worth $3.27M. The position accounts for 0.01% of the portfolio, ranked #772.

&Partners first reported a position in EXC in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.42M in Q1 2026. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • &Partners held 70,177 shares of Exelon worth $3.27M as of Q2 2026.
  • &Partners bought 321 Exelon shares in Q2 2026, an estimated $14.8K.
  • Exelon made up 0.01% of &Partners's portfolio in Q2 2026, its #772 holding.
  • &Partners first reported a position in Exelon in Q3 2024 and has held it in 8 quarters since.
  • &Partners's Exelon position peaked at $3.42M in Q1 2026.
  • 1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.