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Principal Securities’s Exelon EXC Stock Holding History

Principal Securities’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 		$1.57M Buy
32,005
+757
+2% +$35.2K 0.02% 581
2025
Q4 		$1.36M Buy
31,248
+1,738
+6% +$79.3K 0.02% 602
2025
Q3 		$1.33M Sell
29,510
-497
-2% -$21.8K 0.02% 576
2025
Q2 		$1.3M Buy
30,007
+7,395
+33% +$329K 0.02% 535
2025
Q1 		$851K Hold
22,612
– – 0.02% 599
2024
Q4 		$851K Buy
22,612
+2,160
+11% +$83.8K 0.02% 598
2024
Q3 		$829K Buy
20,452
+796
+4% +$29.9K 0.02% 591
2024
Q2 		$680K Buy
19,656
+3,934
+25% +$145K 0.02% 599
2024
Q1 		$591K Buy
15,722
+3,124
+25% +$112K 0.02% 603
2023
Q4 		$452K Buy
+12,598
New +$485K 0.02% 633

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

Principal Securities's EXC Position: Q1 2026 in Review

Principal Securities increased its Exelon (EXC) stake by 2.4% in Q1 2026, buying an estimated $35.2K and bringing the position to 32,005 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #581.

Principal Securities first reported a position in EXC in Q4 2023 and has held it in 10 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Principal Securities held 32,005 shares of Exelon worth $1.57M as of Q1 2026.
  • Principal Securities bought 757 Exelon shares in Q1 2026, an estimated $35.2K.
  • Exelon made up 0.02% of Principal Securities's portfolio in Q1 2026, its #581 holding.
  • Principal Securities first reported a position in Exelon in Q4 2023 and has held it in 10 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.