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RD Lewis Holdings’s Exelon EXC Stock Holding History

RD Lewis Holdings’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 		$212K Sell
4,762
-125
-3% -$5.78K 0.16% 86
2026
Q1 		$242K Buy
4,887
+15
+0.3% +$698 0.21% 79
2025
Q4 		$214K Hold
4,872
– – 0.18% 87
2025
Q3 		$224K Hold
4,872
– – 0.21% 74
2025
Q2 		$222K Sell
4,872
-305
-6% -$13.6K 0.22% 79
2025
Q1 		$241K Sell
5,177
-120
-2% -$5.02K 0.27% 75
2024
Q4 		$219K Buy
+5,297
New +$205K 0.24% 84

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
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

RD Lewis Holdings's EXC Position: Q2 2026 in Review

RD Lewis Holdings reduced its Exelon (EXC) stake by 2.6% in Q2 2026, selling an estimated $5.78K and leaving 4,762 shares worth $212K. The position accounts for 0.16% of the portfolio, ranked #86.

RD Lewis Holdings first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $242K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • RD Lewis Holdings held 4,762 shares of Exelon worth $212K as of Q2 2026.
  • RD Lewis Holdings sold 125 Exelon shares in Q2 2026, an estimated $5.78K.
  • Exelon made up 0.16% of RD Lewis Holdings's portfolio in Q2 2026, its #86 holding.
  • RD Lewis Holdings first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
  • RD Lewis Holdings's Exelon position peaked at $242K in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on RD Lewis Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.