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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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

Platform Technology Partners's EXC Position: Q1 2026 in Review

Platform Technology Partners increased its Exelon (EXC) stake by 17% in Q1 2026, buying an estimated $66.2K and bringing the position to 9,560 shares worth $469K. The position accounts for 0.09% of the portfolio, ranked #168.

Platform Technology Partners first reported a position in EXC in Q1 2020 and has held it in 22 quarters since. The position peaked at $850K in Q4 2021. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Platform Technology Partners held 9,560 shares of Exelon worth $469K as of Q1 2026.
  • Platform Technology Partners bought 1,423 Exelon shares in Q1 2026, an estimated $66.2K.
  • Exelon made up 0.09% of Platform Technology Partners's portfolio in Q1 2026, its #168 holding.
  • Platform Technology Partners first reported a position in Exelon in Q1 2020 and has held it in 22 quarters since.
  • Platform Technology Partners's Exelon position peaked at $850K in Q4 2021.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Platform Technology Partners's 13F filing for Q1 2026, filed 27 Apr 2026.