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PFG Investments’s Exelon EXC Stock Holding History

PFG Investments’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 		$672K Buy
14,419
+177
+1% +$8.19K 0.03% 539
2026
Q1 		$698K Buy
14,242
+218
+2% +$10.1K 0.03% 473
2025
Q4 		$611K Buy
14,024
+1,126
+9% +$51.4K 0.03% 493
2025
Q3 		$581K Sell
12,898
-689
-5% -$30.3K 0.03% 504
2025
Q2 		$590K Sell
13,587
-96
-0.7% -$4.27K 0.03% 466
2025
Q1 		$631K Buy
13,683
+532
+4% +$22.2K 0.04% 412
2024
Q4 		$495K Buy
13,151
+305
+2% +$11.8K 0.03% 500
2024
Q3 		$521K Buy
12,846
+149
+1% +$5.6K 0.03% 484
2024
Q2 		$439K Buy
12,697
+221
+2% +$8.16K 0.03% 495
2024
Q1 		$469K Buy
+12,476
New +$446K 0.03% 558
2023
Q3 		– Sell
-6,659
Closed -$271K – 522
2023
Q2 		$271K Sell
6,659
-36
-0.5% -$1.49K 0.05% 392
2023
Q1 		$280K Buy
+6,695
New +$279K 0.06% 356

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

PFG Investments's EXC Position: Q2 2026 in Review

PFG Investments increased its Exelon (EXC) stake by 1.2% in Q2 2026, buying an estimated $8.19K and bringing the position to 14,419 shares worth $672K. The position accounts for 0.03% of the portfolio, ranked #539.

PFG Investments first reported a position in EXC in Q1 2023 and has held it in 12 quarters since. The position peaked at $698K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • PFG Investments held 14,419 shares of Exelon worth $672K as of Q2 2026.
  • PFG Investments bought 177 Exelon shares in Q2 2026, an estimated $8.19K.
  • Exelon made up 0.03% of PFG Investments's portfolio in Q2 2026, its #539 holding.
  • PFG Investments first reported a position in Exelon in Q1 2023 and has held it in 12 quarters since.
  • PFG Investments's Exelon position peaked at $698K in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.