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Principal Street Partners’s Exelon EXC Stock Holding History

Principal Street 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 		$358K Sell
7,301
-47
-0.6% -$2.19K 0.06% 157
2025
Q4 		$320K Sell
7,348
-271
-4% -$12.4K 0.05% 160
2025
Q3 		$343K Buy
7,619
+271
+4% +$11.9K 0.05% 175
2025
Q2 		$319K Sell
7,348
-156
-2% -$6.95K 0.03% 265
2025
Q1 		$346K Sell
7,504
-329
-4% -$13.8K 0.06% 158
2024
Q4 		$295K Buy
7,833
+516
+7% +$20K 0.06% 170
2024
Q3 		$288K Buy
7,317
+30
+0.4% +$1.13K 0.05% 178
2024
Q2 		$252K Sell
7,287
-155
-2% -$5.72K 0.05% 198
2024
Q1 		$280K Sell
7,442
-546
-7% -$19.5K 0.05% 185
2023
Q4 		$287K Buy
7,988
+121
+2% +$4.66K 0.07% 164
2023
Q3 		$297K Sell
7,867
-93
-1% -$3.79K 0.06% 191
2023
Q2 		$324K Buy
7,960
+362
+5% +$15K 0.08% 165
2023
Q1 		$318K Sell
7,598
-866
-10% -$36.1K 0.08% 164
2022
Q4 		$366K Sell
8,464
-12,992
-61% -$513K 0.09% 150
2022
Q3 		$803K Buy
21,456
+3,265
+18% +$144K 0.21% 81
2022
Q2 		$825K Sell
18,191
-2,339
-11% -$110K 0.21% 79
2022
Q1 		$978K Sell
20,530
-122,906
-86% -$5.21M 0.22% 78
2021
Q4 		$5.91M Buy
143,436
+2,221
+2% +$83.6K 1.42% 16
2021
Q3 		$4.87M Sell
141,215
-3,400
-2% -$116K 1.33% 26
2021
Q2 		$4.57M Sell
144,615
-262,203
-64% -$8.44M 1.21% 37
2021
Q1 		$12.7M Buy
406,818
+271,643
+201% +$8.16M 1.64% 29
2020
Q4 		$4.07M Sell
135,175
-13,987
-9% -$413K 1.25% 34
2020
Q3 		$3.81M Sell
149,162
-5,089
-3% -$135K 1.34% 41
2020
Q2 		$3.99M Sell
154,251
-51,222
-25% -$1.36M 1.49% 39
2020
Q1 		$5.39M Buy
+205,473
New +$6.46M 2.26% 15

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 Street Partners's EXC Position: Q1 2026 in Review

Principal Street Partners reduced its Exelon (EXC) stake by 0.64% in Q1 2026, selling an estimated $2.19K and leaving 7,301 shares worth $358K. The position accounts for 0.06% of the portfolio, ranked #157.

Principal Street Partners first reported a position in EXC in Q1 2020 and has held it in 25 quarters since. The position peaked at $12.7M in Q1 2021. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Principal Street Partners held 7,301 shares of Exelon worth $358K as of Q1 2026.
  • Principal Street Partners sold 47 Exelon shares in Q1 2026, an estimated $2.19K.
  • Exelon made up 0.06% of Principal Street Partners's portfolio in Q1 2026, its #157 holding.
  • Principal Street Partners first reported a position in Exelon in Q1 2020 and has held it in 25 quarters since.
  • Principal Street Partners's Exelon position peaked at $12.7M in Q1 2021.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.