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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
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 $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

RD Lewis Holdings's EXC Position: Q1 2026 in Review

RD Lewis Holdings increased its Exelon (EXC) stake by 0.31% in Q1 2026, buying an estimated $698 and bringing the position to 4,887 shares worth $242K. The position accounts for 0.21% of the portfolio, ranked #79.

RD Lewis Holdings first reported a position in EXC in Q4 2024 and has held it in 6 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • RD Lewis Holdings held 4,887 shares of Exelon worth $242K as of Q1 2026.
  • RD Lewis Holdings bought 15 Exelon shares in Q1 2026, an estimated $698.
  • Exelon made up 0.21% of RD Lewis Holdings's portfolio in Q1 2026, its #79 holding.
  • RD Lewis Holdings first reported a position in Exelon in Q4 2024 and has held it in 6 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on RD Lewis Holdings's 13F filing for Q1 2026, filed 14 Apr 2026.