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Richardson Financial Services’s Exelon EXC Stock Holding History

Richardson Financial Services’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 		$152K Hold
3,260
– – 0.09% 188
2026
Q1 		$160K Buy
3,260
+100
+3% +$4.65K 0.1% 175
2025
Q4 		$138K Buy
3,160
+570
+22% +$26K 0.04% 198
2025
Q3 		$117K Sell
2,590
-130
-5% -$5.71K 0.07% 198
2025
Q2 		$118K Buy
+2,720
New +$121K 0.08% 191

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

Richardson Financial Services's EXC Position: Q2 2026 in Review

Richardson Financial Services held its Exelon (EXC) position steady in Q2 2026 at 3,260 shares worth $152K. The position accounts for 0.09% of the portfolio, ranked #188.

Richardson Financial Services first reported a position in EXC in Q2 2025 and has held it in 5 quarters since. The position peaked at $160K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Richardson Financial Services held 3,260 shares of Exelon worth $152K as of Q2 2026.
  • Richardson Financial Services left its Exelon share count unchanged in Q2 2026.
  • Exelon made up 0.09% of Richardson Financial Services's portfolio in Q2 2026, its #188 holding.
  • Richardson Financial Services first reported a position in Exelon in Q2 2025 and has held it in 5 quarters since.
  • Richardson Financial Services's Exelon position peaked at $160K in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.