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Sienna Gestion’s Exelon EXC Stock Holding History

Sienna Gestion’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 		$1.3M Buy
27,348
+4,848
+22% +$224K 0.08% 107
2026
Q1 		$1.11M Hold
22,500
– – 0.07% 119
2025
Q4 		$983K Buy
+22,500
New +$1.03M 0.06% 140
2025
Q1 		– Sell
-8,778
Closed -$330K – 179
2024
Q4 		$330K Hold
8,778
– – 0.02% 183
2024
Q3 		$355K Hold
8,778
– – 0.02% 191
2024
Q2 		$304K Sell
8,778
-268,736
-97% -$9.92M 0.03% 142
2024
Q1 		$10.4M Buy
+277,514
New +$9.92M 0.9% 32

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

Sienna Gestion's EXC Position: Q2 2026 in Review

Sienna Gestion increased its Exelon (EXC) stake by 22% in Q2 2026, buying an estimated $224K and bringing the position to 27,348 shares worth $1.3M. The position accounts for 0.08% of the portfolio, ranked #107.

Sienna Gestion first reported a position in EXC in Q1 2024 and has held it in 7 quarters since. The position peaked at $10.4M in Q1 2024. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Sienna Gestion held 27,348 shares of Exelon worth $1.3M as of Q2 2026.
  • Sienna Gestion bought 4,848 Exelon shares in Q2 2026, an estimated $224K.
  • Exelon made up 0.08% of Sienna Gestion's portfolio in Q2 2026, its #107 holding.
  • Sienna Gestion first reported a position in Exelon in Q1 2024 and has held it in 7 quarters since.
  • Sienna Gestion's Exelon position peaked at $10.4M in Q1 2024.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Sienna Gestion's 13F filing for Q2 2026, filed 13 Aug 2026.