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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
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 $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

Richardson Financial Services's EXC Position: Q1 2026 in Review

Richardson Financial Services increased its Exelon (EXC) stake by 3.2% in Q1 2026, buying an estimated $4.65K and bringing the position to 3,260 shares worth $160K. The position accounts for 0.1% of the portfolio, ranked #175.

Richardson Financial Services first reported a position in EXC in Q2 2025 and has held it in 4 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Richardson Financial Services held 3,260 shares of Exelon worth $160K as of Q1 2026.
  • Richardson Financial Services bought 100 Exelon shares in Q1 2026, an estimated $4.65K.
  • Exelon made up 0.1% of Richardson Financial Services's portfolio in Q1 2026, its #175 holding.
  • Richardson Financial Services first reported a position in Exelon in Q2 2025 and has held it in 4 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.