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Ritholtz Wealth Management’s Exelon EXC Stock Holding History

Ritholtz Wealth Management’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 		$255K Buy
+5,209
New +$242K ﹤0.01% 1042
2022
Q4 		– Sell
-9,083
Closed -$340K – 633
2022
Q3 		$340K Buy
9,083
+3,938
+77% +$174K 0.02% 507
2022
Q2 		$233K Buy
5,145
+216
+4% +$10.2K 0.01% 468
2022
Q1 		$235K Buy
+4,929
New +$209K 0.02% 468

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

Ritholtz Wealth Management's EXC Position: Q1 2026 in Review

Ritholtz Wealth Management opened a new position in Exelon (EXC) in Q1 2026: 5,209 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #1042 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in EXC as recently as Q3 2022.

Ritholtz Wealth Management first reported a position in EXC in Q1 2022 and has held it in 4 quarters since. The position peaked at $340K in Q3 2022. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Ritholtz Wealth Management held 5,209 shares of Exelon worth $255K as of Q1 2026.
  • Exelon was a new Ritholtz Wealth Management position in Q1 2026.
  • Exelon made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1042 holding.
  • Ritholtz Wealth Management first reported a position in Exelon in Q1 2022 and has held it in 4 quarters since.
  • Ritholtz Wealth Management's Exelon position peaked at $340K in Q3 2022.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.