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 Q2	$1.41M	Sell	30,425 -31,451	-51%	-$1.45M	0.08%	222
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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Plato Investment Management's EXC Position: Q2 2026 in Review

Plato Investment Management reduced its Exelon (EXC) stake by 51% in Q2 2026, selling an estimated $1.45M and leaving 30,425 shares worth $1.41M. The position accounts for 0.08% of the portfolio, ranked #222.

Plato Investment Management first reported a position in EXC in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.03M in Q1 2026. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Plato Investment Management held 30,425 shares of Exelon worth $1.41M as of Q2 2026.
Plato Investment Management sold 31,451 Exelon shares in Q2 2026, an estimated $1.45M.
Exelon made up 0.08% of Plato Investment Management's portfolio in Q2 2026, its #222 holding.
Plato Investment Management first reported a position in Exelon in Q2 2024 and has held it in 9 quarters since.
Plato Investment Management's Exelon position peaked at $3.03M in Q1 2026.
1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.