&Partners’s Exelon EXC Stock Holding History

&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
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

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

&Partners's EXC Position: Q1 2026 in Review

&Partners increased its Exelon (EXC) stake by 3.2% in Q1 2026, buying an estimated $100K and bringing the position to 69,856 shares worth $3.42M. The position accounts for 0.02% of the portfolio, ranked #670.

&Partners first reported a position in EXC in Q3 2024 and has held it in 7 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

&Partners held 69,856 shares of Exelon worth $3.42M as of Q1 2026.
&Partners bought 2,157 Exelon shares in Q1 2026, an estimated $100K.
Exelon made up 0.02% of &Partners's portfolio in Q1 2026, its #670 holding.
&Partners first reported a position in Exelon in Q3 2024 and has held it in 7 quarters since.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.