Richard Bernstein Advisors’s Exelon EXC Stock Holding History

Richard Bernstein Advisors’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	$2.5M	Hold	51,075	–	–	0.07%	60
2025 Q4	$2.23M	Sell	51,075 -5,311	-9%	-$242K	0.07%	56
2025 Q3	$2.54M	Sell	56,386 -65,286	-54%	-$2.87M	0.07%	61
2025 Q2	$5.28M	Hold	121,672	–	–	0.13%	64
2025 Q1	$5.61M	Sell	121,672 -6,357	-5%	-$266K	0.14%	51
2024 Q4	$4.82M	Buy	128,029 +57,111	+81%	+$2.22M	0.11%	76
2024 Q3	$2.88M	Hold	70,918	–	–	0.06%	174
2024 Q2	$2.45M	Hold	70,918	–	–	0.05%	185
2024 Q1	$2.66M	Hold	70,918	–	–	0.06%	182
2023 Q4	$2.55M	Buy	70,918 +45	+0.1%	+$1.73K	0.06%	173
2023 Q3	$2.68M	Hold	70,873	–	–	0.06%	157
2023 Q2	$2.89M	Hold	70,873	–	–	0.06%	115
2023 Q1	$2.97M	Hold	70,873	–	–	0.06%	120
2022 Q4	$3.06M	Hold	70,873	–	–	0.07%	121
2022 Q3	$2.65M	Sell	70,873 -19,105	-21%	-$845K	0.07%	138
2022 Q2	$4.08M	Hold	89,978	–	–	0.09%	111
2022 Q1	$4.3M	Buy	+89,978	New	+$3.81M	0.09%	122

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Richard Bernstein Advisors's EXC Position: Q1 2026 in Review

Richard Bernstein Advisors held its Exelon (EXC) position steady in Q1 2026 at 51,075 shares worth $2.5M. The position accounts for 0.07% of the portfolio, ranked #60.

Richard Bernstein Advisors first reported a position in EXC in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.61M in Q1 2025. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Richard Bernstein Advisors held 51,075 shares of Exelon worth $2.5M as of Q1 2026.
Richard Bernstein Advisors left its Exelon share count unchanged in Q1 2026.
Exelon made up 0.07% of Richard Bernstein Advisors's portfolio in Q1 2026, its #60 holding.
Richard Bernstein Advisors first reported a position in Exelon in Q1 2022 and has held it in 17 quarters since.
Richard Bernstein Advisors's Exelon position peaked at $5.61M in Q1 2025.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.