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 Q2	$343K	Sell	7,362 -75	-1%	-$3.47K	0.1%	167
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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Riverwater Partners's EXC Position: Q2 2026 in Review

Riverwater Partners reduced its Exelon (EXC) stake by 1% in Q2 2026, selling an estimated $3.47K and leaving 7,362 shares worth $343K. The position accounts for 0.1% of the portfolio, ranked #167.

Riverwater Partners first reported a position in EXC in Q4 2021 and has held it in 19 quarters since. The position peaked at $566K in Q4 2021. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Riverwater Partners held 7,362 shares of Exelon worth $343K as of Q2 2026.
Riverwater Partners sold 75 Exelon shares in Q2 2026, an estimated $3.47K.
Exelon made up 0.1% of Riverwater Partners's portfolio in Q2 2026, its #167 holding.
Riverwater Partners first reported a position in Exelon in Q4 2021 and has held it in 19 quarters since.
Riverwater Partners's Exelon position peaked at $566K in Q4 2021.
1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Riverwater Partners's 13F filing for Q2 2026, filed 14 Aug 2026.