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Rossby Financial’s Exelon EXC Stock Holding History

Rossby Financial’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 		$194K Buy
3,960
+323
+9% +$15K 0.04% 389
2025
Q4 		$159K Sell
3,637
-1,551
-30% -$70.8K 0.05% 323
2025
Q3 		$234K Buy
5,188
+413
+9% +$18.1K 0.08% 251
2025
Q2 		$207K Buy
4,775
+119
+3% +$5.3K 0.08% 249
2025
Q1 		$215K Buy
+4,656
New +$195K 0.09% 215

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

Rossby Financial's EXC Position: Q1 2026 in Review

Rossby Financial increased its Exelon (EXC) stake by 8.9% in Q1 2026, buying an estimated $15K and bringing the position to 3,960 shares worth $194K. The position accounts for 0.04% of the portfolio, ranked #389.

Rossby Financial first reported a position in EXC in Q1 2025 and has held it in 5 quarters since. The position peaked at $234K in Q3 2025. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Rossby Financial held 3,960 shares of Exelon worth $194K as of Q1 2026.
  • Rossby Financial bought 323 Exelon shares in Q1 2026, an estimated $15K.
  • Exelon made up 0.04% of Rossby Financial's portfolio in Q1 2026, its #389 holding.
  • Rossby Financial first reported a position in Exelon in Q1 2025 and has held it in 5 quarters since.
  • Rossby Financial's Exelon position peaked at $234K in Q3 2025.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.