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Platform Technology Partners’s Exelon EXC Stock Holding History

Platform Technology Partners’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 		$486K Buy
10,433
+873
+9% +$40.4K 0.08% 187
2026
Q1 		$469K Buy
9,560
+1,423
+17% +$66.2K 0.09% 168
2025
Q4 		$355K Buy
8,137
+93
+1% +$4.24K 0.08% 187
2025
Q3 		$362K Sell
8,044
-395
-5% -$17.3K 0.09% 177
2025
Q2 		$366K Buy
8,439
+500
+6% +$22.3K 0.1% 175
2025
Q1 		$366K Hold
7,939
– – 0.11% 161
2024
Q4 		$299K Sell
7,939
-1
-0% -$39 0.09% 167
2024
Q3 		$322K Buy
7,940
+159
+2% +$5.98K 0.1% 167
2024
Q2 		$269K Buy
+7,781
New +$287K 0.09% 179
2023
Q4 		$268K Sell
7,781
-3,240
-29% -$125K 0.1% 172
2023
Q3 		$416K Hold
11,021
– – 0.19% 115
2023
Q2 		$460K Sell
11,021
-4,915
-31% -$203K 0.22% 107
2023
Q1 		$668K Buy
15,936
+128
+0.8% +$5.34K 0.33% 84
2022
Q4 		$683K Buy
15,808
+182
+1% +$7.19K 0.35% 79
2022
Q3 		$585K Buy
15,626
+1,000
+7% +$44.2K 0.33% 84
2022
Q2 		$663K Buy
14,626
+112
+0.8% +$5.27K 0.36% 76
2022
Q1 		$691K Sell
14,514
-6,108
-30% -$259K 0.33% 83
2021
Q4 		$850K Buy
+20,622
New +$777K 0.37% 69
2021
Q3 		– Sell
-13,271
Closed -$419K – 248
2021
Q2 		$419K Buy
+13,271
New +$427K 0.17% 146
2020
Q4 		$547K Buy
18,178
+133
+0.7% +$3.92K 0.27% 101
2020
Q3 		$460K Hold
18,045
– – 0.28% 96
2020
Q2 		$467K Buy
18,045
+1,893
+12% +$50.3K 0.33% 88
2020
Q1 		$424K Buy
+16,152
New +$508K 0.39% 75

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

Platform Technology Partners's EXC Position: Q2 2026 in Review

Platform Technology Partners increased its Exelon (EXC) stake by 9.1% in Q2 2026, buying an estimated $40.4K and bringing the position to 10,433 shares worth $486K. The position accounts for 0.08% of the portfolio, ranked #187.

Platform Technology Partners first reported a position in EXC in Q1 2020 and has held it in 23 quarters since. The position peaked at $850K in Q4 2021. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Platform Technology Partners held 10,433 shares of Exelon worth $486K as of Q2 2026.
  • Platform Technology Partners bought 873 Exelon shares in Q2 2026, an estimated $40.4K.
  • Exelon made up 0.08% of Platform Technology Partners's portfolio in Q2 2026, its #187 holding.
  • Platform Technology Partners first reported a position in Exelon in Q1 2020 and has held it in 23 quarters since.
  • Platform Technology Partners's Exelon position peaked at $850K in Q4 2021.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.