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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Sienna Gestion's EXC Position: Q1 2026 in Review

Sienna Gestion held its Exelon (EXC) position steady in Q1 2026 at 22,500 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #119.

Sienna Gestion first reported a position in EXC in Q1 2024 and has held it in 6 quarters since. The position peaked at $10.4M in Q1 2024. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Sienna Gestion held 22,500 shares of Exelon worth $1.11M as of Q1 2026.
Sienna Gestion left its Exelon share count unchanged in Q1 2026.
Exelon made up 0.07% of Sienna Gestion's portfolio in Q1 2026, its #119 holding.
Sienna Gestion first reported a position in Exelon in Q1 2024 and has held it in 6 quarters since.
Sienna Gestion's Exelon position peaked at $10.4M in Q1 2024.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Sienna Gestion's 13F filing for Q1 2026, filed 15 May 2026.