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Root Financial Partners’s Exelon EXC Stock Holding History

Root Financial 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 		$114K Buy
2,333
+628
+37% +$29.2K 0.01% 519
2025
Q4 		$74.3K Buy
1,705
+1,042
+157% +$47.6K ﹤0.01% 574
2025
Q3 		$29.8K Buy
+663
New +$29.1K ﹤0.01% 897

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

Root Financial Partners's EXC Position: Q1 2026 in Review

Root Financial Partners increased its Exelon (EXC) stake by 37% in Q1 2026, buying an estimated $29.2K and bringing the position to 2,333 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #519.

Root Financial Partners first reported a position in EXC in Q3 2025 and has held it in 3 quarters since. 1,278 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Root Financial Partners held 2,333 shares of Exelon worth $114K as of Q1 2026.
  • Root Financial Partners bought 628 Exelon shares in Q1 2026, an estimated $29.2K.
  • Exelon made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #519 holding.
  • Root Financial Partners first reported a position in Exelon in Q3 2025 and has held it in 3 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.