RP
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Riverwater Partners’s Exelon EXC Stock Holding History

Riverwater Partners’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 		$365K Buy
7,437
+5
+0.1% +$233 0.12% 153
2025
Q4 		$324K Sell
7,432
-98
-1% -$4.47K 0.13% 166
2025
Q3 		$339K Sell
7,530
-253
-3% -$11.1K 0.14% 167
2025
Q2 		$338K Sell
7,783
-37
-0.5% -$1.65K 0.16% 152
2025
Q1 		$360K Buy
7,820
+90
+1% +$3.76K 0.19% 130
2024
Q4 		$291K Sell
7,730
-257
-3% -$9.97K 0.14% 172
2024
Q3 		$327K Sell
7,987
-139
-2% -$5.23K 0.16% 153
2024
Q2 		$281K Sell
8,126
-170
-2% -$6.28K 0.21% 149
2024
Q1 		$312K Sell
8,296
-87
-1% -$3.11K 0.23% 139
2023
Q4 		$301K Sell
8,383
-646
-7% -$24.9K 0.24% 137
2023
Q3 		$341K Sell
9,029
-248
-3% -$10.1K 0.31% 105
2023
Q2 		$378K Buy
9,277
+8
+0.1% +$331 0.33% 92
2023
Q1 		$388K Sell
9,269
-557
-6% -$23.2K 0.36% 89
2022
Q4 		$425K Sell
9,826
-118
-1% -$4.66K 0.36% 85
2022
Q3 		$372K Hold
9,944
– – 0.37% 85
2022
Q2 		$451K Sell
9,944
-107
-1% -$5.03K 0.45% 68
2022
Q1 		$479K Sell
10,051
-3,691
-27% -$156K 0.79% 57
2021
Q4 		$566K Buy
+13,742
New +$518K 0.5% 63

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

Riverwater Partners's EXC Position: Q1 2026 in Review

Riverwater Partners increased its Exelon (EXC) stake by 0.07% in Q1 2026, buying an estimated $233 and bringing the position to 7,437 shares worth $365K. The position accounts for 0.12% of the portfolio, ranked #153.

Riverwater Partners first reported a position in EXC in Q4 2021 and has held it in 18 quarters since. The position peaked at $566K in Q4 2021. 1,278 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Riverwater Partners held 7,437 shares of Exelon worth $365K as of Q1 2026.
  • Riverwater Partners bought 5 Exelon shares in Q1 2026, an estimated $233.
  • Exelon made up 0.12% of Riverwater Partners's portfolio in Q1 2026, its #153 holding.
  • Riverwater Partners first reported a position in Exelon in Q4 2021 and has held it in 18 quarters since.
  • Riverwater Partners's Exelon position peaked at $566K in Q4 2021.
  • 1,278 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Riverwater Partners's 13F filing for Q1 2026, filed 8 May 2026.