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Perennial Investment Advisors’s Exelon EXC Stock Holding History

Perennial Investment 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
Q1 		$816K Sell
16,639
-49
-0.3% -$2.28K 0.07% 218
2025
Q4 		$727K Buy
+16,688
New +$762K 0.06% 230

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

Perennial Investment Advisors's EXC Position: Q1 2026 in Review

Perennial Investment Advisors reduced its Exelon (EXC) stake by 0.29% in Q1 2026, selling an estimated $2.28K and leaving 16,639 shares worth $816K. The position accounts for 0.07% of the portfolio, ranked #218.

Perennial Investment Advisors first reported a position in EXC in Q4 2025 and has held it in 2 quarters since. 1,278 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Perennial Investment Advisors held 16,639 shares of Exelon worth $816K as of Q1 2026.
  • Perennial Investment Advisors sold 49 Exelon shares in Q1 2026, an estimated $2.28K.
  • Exelon made up 0.07% of Perennial Investment Advisors's portfolio in Q1 2026, its #218 holding.
  • Perennial Investment Advisors first reported a position in Exelon in Q4 2025 and has held it in 2 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.