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Prime Capital Investment Advisors’s Exelon EXC Stock Holding History

Prime Capital Investment Advisors’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 		$527K Buy
11,309
+971
+9% +$44.9K 0.01% 684
2026
Q1 		$507K Buy
10,338
+164
+2% +$7.63K 0.01% 671
2025
Q4 		$443K Buy
10,174
+485
+5% +$22.1K 0.01% 689
2025
Q3 		$436K Buy
9,689
+40
+0.4% +$1.76K 0.01% 684
2025
Q2 		$419K Sell
9,649
-989
-9% -$44K 0.01% 664
2025
Q1 		$490K Buy
10,638
+2,346
+28% +$98.1K 0.01% 672
2024
Q4 		$312K Sell
8,292
-627
-7% -$24.3K ﹤0.01% 719
2024
Q3 		$362K Sell
8,919
-1,855
-17% -$69.8K 0.01% 674
2024
Q2 		$373K Sell
10,774
-379
-3% -$14K 0.01% 660
2024
Q1 		$419K Buy
11,153
+2,342
+27% +$83.7K 0.01% 676
2023
Q4 		$316K Buy
8,811
+3,127
+55% +$120K ﹤0.01% 720
2023
Q3 		$215K Sell
5,684
-246
-4% -$10K ﹤0.01% 669
2023
Q2 		$242K Buy
+5,930
New +$245K ﹤0.01% 664
2020
Q3 		– Sell
-1,429
Closed -$37K – 466
2020
Q2 		$37K Buy
1,429
+89
+7% +$2.36K ﹤0.01% 343
2020
Q1 		$35K Sell
1,340
-449
-25% -$14.1K ﹤0.01% 306
2019
Q4 		$58K Sell
1,789
-18,140
-91% -$587K 0.01% 296
2019
Q3 		$687K Buy
19,929
+3,259
+20% +$109K 0.11% 141
2019
Q2 		$570K Buy
16,670
+2,970
+22% +$105K 0.1% 140
2019
Q1 		$490K Buy
+13,700
New +$467K 0.14% 98

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Prime Capital Investment Advisors's EXC Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Exelon (EXC) stake by 9.4% in Q2 2026, buying an estimated $44.9K and bringing the position to 11,309 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #684.

Prime Capital Investment Advisors first reported a position in EXC in Q1 2019 and has held it in 19 quarters since. The position peaked at $687K in Q3 2019. 979 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Prime Capital Investment Advisors held 11,309 shares of Exelon worth $527K as of Q2 2026.
  • Prime Capital Investment Advisors bought 971 Exelon shares in Q2 2026, an estimated $44.9K.
  • Exelon made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #684 holding.
  • Prime Capital Investment Advisors first reported a position in Exelon in Q1 2019 and has held it in 19 quarters since.
  • Prime Capital Investment Advisors's Exelon position peaked at $687K in Q3 2019.
  • 979 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.