SPC
EXC icon

Spirepoint Private Client’s Exelon EXC Stock Holding History

Spirepoint Private Client’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 		– Sell
-5,689
Closed -$248K – 330
2025
Q4 		$248K Buy
5,689
+387
+7% +$17.7K 0.02% 270
2025
Q3 		$239K Hold
5,302
– – 0.03% 248
2025
Q2 		$230K Buy
5,302
+746
+16% +$33.2K 0.03% 214
2025
Q1 		$210K Buy
+4,556
New +$190K 0.03% 205

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Spirepoint Private Client's EXC Position: Q1 2026 in Review

Spirepoint Private Client sold out of Exelon (EXC) in Q1 2026, closing a stake of 5,689 shares — an estimated $248K sold.

Spirepoint Private Client first reported a position in EXC in Q1 2025 and held it in 4 quarters. The position peaked at $248K in Q4 2025. 1,286 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Spirepoint Private Client reported no remaining Exelon position as of Q1 2026 after selling out during the quarter.
  • Spirepoint Private Client sold 5,689 Exelon shares in Q1 2026, an estimated $248K.
  • Spirepoint Private Client first reported a position in Exelon in Q1 2025 and held it in 4 quarters.
  • Spirepoint Private Client's Exelon position peaked at $248K in Q4 2025.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Spirepoint Private Client's 13F filing for Q1 2026, filed 22 Apr 2026.