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EXC icon

Pitcairn’s Exelon EXC Stock Holding History

Pitcairn’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
2025
Q3 		– Sell
-4,793
Closed -$208K – 660
2025
Q2 		$208K Buy
4,793
+28
+0.6% +$1.25K 0.01% 664
2025
Q1 		$220K Buy
+4,765
New +$199K 0.01% 666
2024
Q4 		– Sell
-5,646
Closed -$229K – 720
2024
Q3 		$229K Buy
+5,646
New +$212K 0.01% 661
2018
Q2 		– Sell
-14,254
Closed -$397K – 542
2018
Q1 		$397K Buy
+14,254
New +$385K 0.04% 291
2017
Q1 		– Sell
-21,434
Closed -$542K – 494
2016
Q4 		$542K Buy
21,434
+848
+4% +$20.1K 0.07% 223
2016
Q3 		$489K Sell
20,586
-2,533
-11% -$63.6K 0.06% 253
2016
Q2 		$600K Sell
23,119
-196
-0.8% -$4.85K 0.08% 192
2016
Q1 		$596K Buy
+23,315
New +$522K 0.08% 201

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pitcairn's EXC Position: Q3 2025 in Review

Pitcairn sold out of Exelon (EXC) in Q3 2025, closing a stake of 4,793 shares — an estimated $208K sold.

Pitcairn first reported a position in EXC in Q1 2016 and held it in 8 quarters. The position peaked at $600K in Q2 2016. 1,199 funds tracked by Wall St. Rank hold EXC as of Q3 2025.

  • Pitcairn reported no remaining Exelon position as of Q3 2025 after selling out during the quarter.
  • Pitcairn sold 4,793 Exelon shares in Q3 2025, an estimated $208K.
  • Pitcairn first reported a position in Exelon in Q1 2016 and held it in 8 quarters.
  • Pitcairn's Exelon position peaked at $600K in Q2 2016.
  • 1,199 funds tracked by Wall St. Rank held Exelon as of Q3 2025.

Based on Pitcairn's 13F filing for Q3 2025, filed 12 Nov 2025.