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Prudent Man Investment Management’s Exelon EXC Stock Holding History

Prudent Man 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 		$4.36K Hold
100
– – ﹤0.01% 128
2026
Q1 		$4.36K Hold
100
– – ﹤0.01% 128
2025
Q4 		$4.36K Hold
100
– – ﹤0.01% 128
2025
Q3 		$3.76K Hold
100
– – ﹤0.01% 126
2025
Q2 		$3.76K Hold
100
– – ﹤0.01% 126
2025
Q1 		$3.76K Hold
100
– – ﹤0.01% 126
2024
Q4 		$3.76K Buy
+100
New +$3.88K ﹤0.01% 126

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Prudent Man Investment Management's EXC Position: Q2 2026 in Review

Prudent Man Investment Management held its Exelon (EXC) position steady in Q2 2026 at 100 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #128.

Prudent Man Investment Management first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Prudent Man Investment Management held 100 shares of Exelon worth $4.36K as of Q2 2026.
  • Prudent Man Investment Management left its Exelon share count unchanged in Q2 2026.
  • Exelon made up ﹤0.01% of Prudent Man Investment Management's portfolio in Q2 2026, its #128 holding.
  • Prudent Man Investment Management first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.