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Prosperity Consulting Group’s Exelon EXC Stock Holding History

Prosperity Consulting Group’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 		$1.35M Buy
27,482
+1,032
+4% +$48K 0.06% 203
2025
Q4 		$1.15M Buy
26,450
+877
+3% +$40K 0.05% 232
2025
Q3 		$1.15M Buy
25,573
+898
+4% +$39.4K 0.06% 229
2025
Q2 		$1.07M Buy
24,675
+13,656
+124% +$608K 0.08% 217
2025
Q1 		$508K Buy
11,019
+239
+2% +$9.99K 0.04% 298
2024
Q4 		$406K Buy
10,780
+127
+1% +$4.93K 0.03% 337
2024
Q3 		$432K Buy
10,653
+4
+0% +$150 0.03% 327
2024
Q2 		$369K Buy
10,649
+62
+0.6% +$2.29K 0.05% 231
2024
Q1 		$398K Buy
+10,587
New +$378K 0.05% 236

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

Prosperity Consulting Group's EXC Position: Q1 2026 in Review

Prosperity Consulting Group increased its Exelon (EXC) stake by 3.9% in Q1 2026, buying an estimated $48K and bringing the position to 27,482 shares worth $1.35M. The position accounts for 0.06% of the portfolio, ranked #203.

Prosperity Consulting Group first reported a position in EXC in Q1 2024 and has held it in 9 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Prosperity Consulting Group held 27,482 shares of Exelon worth $1.35M as of Q1 2026.
  • Prosperity Consulting Group bought 1,032 Exelon shares in Q1 2026, an estimated $48K.
  • Exelon made up 0.06% of Prosperity Consulting Group's portfolio in Q1 2026, its #203 holding.
  • Prosperity Consulting Group first reported a position in Exelon in Q1 2024 and has held it in 9 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.