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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
Q2 		$785K Buy
16,830
+191
+1% +$8.84K 0.05% 254
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Perennial Investment Advisors's EXC Position: Q2 2026 in Review

Perennial Investment Advisors increased its Exelon (EXC) stake by 1.1% in Q2 2026, buying an estimated $8.84K and bringing the position to 16,830 shares worth $785K. The position accounts for 0.05% of the portfolio, ranked #254.

Perennial Investment Advisors first reported a position in EXC in Q4 2025 and has held it in 3 quarters since. The position peaked at $816K in Q1 2026. 1,291 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Perennial Investment Advisors held 16,830 shares of Exelon worth $785K as of Q2 2026.
  • Perennial Investment Advisors bought 191 Exelon shares in Q2 2026, an estimated $8.84K.
  • Exelon made up 0.05% of Perennial Investment Advisors's portfolio in Q2 2026, its #254 holding.
  • Perennial Investment Advisors first reported a position in Exelon in Q4 2025 and has held it in 3 quarters since.
  • Perennial Investment Advisors's Exelon position peaked at $816K in Q1 2026.
  • 1,291 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.