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SBI Securities’s Exelon EXC Stock Holding History

SBI Securities’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 		$207K Buy
4,434
+2,895
+188% +$134K ﹤0.01% 661
2026
Q1 		$75.4K Buy
1,539
+400
+35% +$18.6K ﹤0.01% 941
2025
Q4 		$49.6K Sell
1,139
-1,325
-54% -$60.5K ﹤0.01% 1086
2025
Q3 		$111K Buy
2,464
+9
+0.4% +$395 ﹤0.01% 820
2025
Q2 		$107K Buy
2,455
+1,317
+116% +$58.6K ﹤0.01% 798
2025
Q1 		$52.4K Buy
1,138
+188
+20% +$7.86K ﹤0.01% 961
2024
Q4 		$35.8K Buy
+950
New +$36.9K ﹤0.01% 1094

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

SBI Securities's EXC Position: Q2 2026 in Review

SBI Securities increased its Exelon (EXC) stake by 188% in Q2 2026, buying an estimated $134K and bringing the position to 4,434 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

SBI Securities first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. 1,287 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • SBI Securities held 4,434 shares of Exelon worth $207K as of Q2 2026.
  • SBI Securities bought 2,895 Exelon shares in Q2 2026, an estimated $134K.
  • Exelon made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #661 holding.
  • SBI Securities first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
  • 1,287 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.