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PKO Investment Management Joint-Stock’s Exelon EXC Stock Holding History

PKO Investment Management Joint-Stock’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 		$1.63M Buy
+35,000
New +$1.62M 0.12% 135
2026
Q1 		– Sell
-40,000
Closed -$1.74M – 226
2025
Q4 		$1.74M Buy
40,000
+1,000
+3% +$45.6K 0.14% 124
2025
Q3 		$1.76M Buy
+39,000
New +$1.71M 0.15% 118

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

PKO Investment Management Joint-Stock's EXC Position: Q2 2026 in Review

PKO Investment Management Joint-Stock opened a new position in Exelon (EXC) in Q2 2026: 35,000 shares worth $1.63M. The stake represents 0.12% of the portfolio and ranks #135 among its holdings. This is a return to the name: PKO Investment Management Joint-Stock previously reported a position in EXC as recently as Q4 2025.

PKO Investment Management Joint-Stock first reported a position in EXC in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.76M in Q3 2025. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • PKO Investment Management Joint-Stock held 35,000 shares of Exelon worth $1.63M as of Q2 2026.
  • Exelon was a new PKO Investment Management Joint-Stock position in Q2 2026.
  • Exelon made up 0.12% of PKO Investment Management Joint-Stock's portfolio in Q2 2026, its #135 holding.
  • PKO Investment Management Joint-Stock first reported a position in Exelon in Q3 2025 and has held it in 3 quarters since.
  • PKO Investment Management Joint-Stock's Exelon position peaked at $1.76M in Q3 2025.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on PKO Investment Management Joint-Stock's 13F filing for Q2 2026, filed 20 Jul 2026.