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Smartleaf Asset Management’s Exelon EXC Stock Holding History

Smartleaf 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
Q1 		$821K Buy
16,718
+2,378
+17% +$111K 0.03% 442
2025
Q4 		$630K Buy
14,340
+650
+5% +$29.7K 0.02% 481
2025
Q3 		$606K Buy
13,690
+2,849
+26% +$125K 0.04% 436
2025
Q2 		$465K Sell
10,841
-652
-6% -$29K 0.04% 387
2025
Q1 		$514K Buy
11,493
+1,832
+19% +$76.6K 0.05% 358
2024
Q4 		$364K Buy
9,661
+3,409
+55% +$132K 0.04% 396
2024
Q3 		$252K Buy
6,252
+2,074
+50% +$78K 0.03% 434
2024
Q2 		$145K Buy
4,178
+463
+12% +$17.1K 0.02% 467
2024
Q1 		$139K Buy
3,715
+2,402
+183% +$85.8K 0.03% 447
2023
Q4 		$43K Buy
+1,313
New +$50.6K 0.01% 557

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Smartleaf Asset Management's EXC Position: Q1 2026 in Review

Smartleaf Asset Management increased its Exelon (EXC) stake by 17% in Q1 2026, buying an estimated $111K and bringing the position to 16,718 shares worth $821K. The position accounts for 0.03% of the portfolio, ranked #442.

Smartleaf Asset Management first reported a position in EXC in Q4 2023 and has held it in 10 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Smartleaf Asset Management held 16,718 shares of Exelon worth $821K as of Q1 2026.
  • Smartleaf Asset Management bought 2,378 Exelon shares in Q1 2026, an estimated $111K.
  • Exelon made up 0.03% of Smartleaf Asset Management's portfolio in Q1 2026, its #442 holding.
  • Smartleaf Asset Management first reported a position in Exelon in Q4 2023 and has held it in 10 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.