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Steigerwald Gordon & Koch’s Exelon EXC Stock Holding History

Steigerwald Gordon & Koch’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 		$67.6K Hold
1,450
– – 0.01% 270
2026
Q1 		$71.1K Buy
1,450
+275
+23% +$12.8K 0.01% 260
2025
Q4 		$51.2K Buy
1,175
+466
+66% +$21.3K ﹤0.01% 308
2025
Q3 		$31.9K Buy
+709
New +$31.1K ﹤0.01% 360

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

Steigerwald Gordon & Koch's EXC Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Exelon (EXC) position steady in Q2 2026 at 1,450 shares worth $67.6K. The position accounts for 0.01% of the portfolio, ranked #270.

Steigerwald Gordon & Koch first reported a position in EXC in Q3 2025 and has held it in 4 quarters since. The position peaked at $71.1K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Steigerwald Gordon & Koch held 1,450 shares of Exelon worth $67.6K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Exelon share count unchanged in Q2 2026.
  • Exelon made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #270 holding.
  • Steigerwald Gordon & Koch first reported a position in Exelon in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's Exelon position peaked at $71.1K in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.