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Sachetta’s Exelon EXC Stock Holding History

Sachetta’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 		$15.8K Sell
339
-262
-44% -$12.1K 0.01% 350
2026
Q1 		$29.5K Sell
601
-20
-3% -$930 0.02% 258
2025
Q4 		$27.1K Sell
621
-57
-8% -$2.6K 0.01% 258
2025
Q3 		$30.5K Sell
678
-370
-35% -$16.3K 0.01% 318
2025
Q2 		$45.5K Sell
1,048
-661
-39% -$29.4K 0.02% 269
2025
Q1 		$78.8K Sell
1,709
-402
-19% -$16.8K 0.03% 214
2024
Q4 		$79.5K Buy
2,111
+53
+3% +$2.06K 0.03% 223
2024
Q3 		$83.5K Sell
2,058
-113
-5% -$4.25K 0.03% 215
2024
Q2 		$80.8K Sell
2,171
-139
-6% -$5.13K 0.04% 208
2024
Q1 		$82.9K Hold
2,310
– – 0.04% 202
2023
Q4 		$82.9K Buy
+2,310
New +$89K 0.04% 202

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Sachetta's EXC Position: Q2 2026 in Review

Sachetta reduced its Exelon (EXC) stake by 44% in Q2 2026, selling an estimated $12.1K and leaving 339 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #350.

Sachetta first reported a position in EXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $83.5K in Q3 2024. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Sachetta held 339 shares of Exelon worth $15.8K as of Q2 2026.
  • Sachetta sold 262 Exelon shares in Q2 2026, an estimated $12.1K.
  • Exelon made up 0.01% of Sachetta's portfolio in Q2 2026, its #350 holding.
  • Sachetta first reported a position in Exelon in Q4 2023 and has held it in 11 quarters since.
  • Sachetta's Exelon position peaked at $83.5K in Q3 2024.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.