PIM
EXC icon

Plato Investment Management’s Exelon EXC Stock Holding History

Plato Investment Management’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 		$3.03M Buy
61,876
+9,303
+18% +$433K 0.2% 111
2025
Q4 		$2.3M Sell
52,573
-870
-2% -$39.7K 0.15% 140
2025
Q3 		$2.39M Hold
53,443
– – 0.16% 132
2025
Q2 		$2.31M Buy
53,443
+44
+0.1% +$1.96K 0.17% 130
2025
Q1 		$2.49M Sell
53,399
-7,175
-12% -$300K 0.21% 115
2024
Q4 		$2.29M Buy
60,574
+30,978
+105% +$1.2M 0.17% 131
2024
Q3 		$1.2M Buy
29,596
+29,552
+67,164% +$1.11M 0.1% 220
2024
Q2 		$1.52K Buy
+44
New +$1.62K ﹤0.01% 478

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

Plato Investment Management's EXC Position: Q1 2026 in Review

Plato Investment Management increased its Exelon (EXC) stake by 18% in Q1 2026, buying an estimated $433K and bringing the position to 61,876 shares worth $3.03M. The position accounts for 0.2% of the portfolio, ranked #111.

Plato Investment Management first reported a position in EXC in Q2 2024 and has held it in 8 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Plato Investment Management held 61,876 shares of Exelon worth $3.03M as of Q1 2026.
  • Plato Investment Management bought 9,303 Exelon shares in Q1 2026, an estimated $433K.
  • Exelon made up 0.2% of Plato Investment Management's portfolio in Q1 2026, its #111 holding.
  • Plato Investment Management first reported a position in Exelon in Q2 2024 and has held it in 8 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.