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Sagewood Asset Management’s Exelon EXC Stock Holding History

Sagewood Asset Management’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 		$301K Sell
6,453
-3,491
-35% -$161K 0.07% 309
2026
Q1 		$487K Buy
9,944
+4,293
+76% +$200K 0.15% 133
2025
Q4 		$246K Buy
+5,651
New +$258K 0.09% 209

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

Sagewood Asset Management's EXC Position: Q2 2026 in Review

Sagewood Asset Management reduced its Exelon (EXC) stake by 35% in Q2 2026, selling an estimated $161K and leaving 6,453 shares worth $301K. The position accounts for 0.07% of the portfolio, ranked #309.

Sagewood Asset Management first reported a position in EXC in Q4 2025 and has held it in 3 quarters since. The position peaked at $487K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Sagewood Asset Management held 6,453 shares of Exelon worth $301K as of Q2 2026.
  • Sagewood Asset Management sold 3,491 Exelon shares in Q2 2026, an estimated $161K.
  • Exelon made up 0.07% of Sagewood Asset Management's portfolio in Q2 2026, its #309 holding.
  • Sagewood Asset Management first reported a position in Exelon in Q4 2025 and has held it in 3 quarters since.
  • Sagewood Asset Management's Exelon position peaked at $487K in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.