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Stenger Family Office’s Exelon EXC Stock Holding History

Stenger Family Office’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 		$843K Sell
18,077
-3,641
-17% -$168K 0.13% 77
2026
Q1 		$1.06M Sell
21,718
-581
-3% -$27K 0.19% 77
2025
Q4 		$972K Sell
22,299
-26,981
-55% -$1.23M 0.2% 71
2025
Q3 		$2.37M Buy
49,280
+745
+2% +$32.7K 0.49% 54
2025
Q2 		$2.15M Buy
+48,535
New +$2.16M 0.55% 53
2024
Q4 		$1.41M Buy
+37,542
New +$1.46M 0.48% 53

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

Stenger Family Office's EXC Position: Q2 2026 in Review

Stenger Family Office reduced its Exelon (EXC) stake by 17% in Q2 2026, selling an estimated $168K and leaving 18,077 shares worth $843K. The position accounts for 0.13% of the portfolio, ranked #77.

Stenger Family Office first reported a position in EXC in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.37M in Q3 2025. 1,287 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Stenger Family Office held 18,077 shares of Exelon worth $843K as of Q2 2026.
  • Stenger Family Office sold 3,641 Exelon shares in Q2 2026, an estimated $168K.
  • Exelon made up 0.13% of Stenger Family Office's portfolio in Q2 2026, its #77 holding.
  • Stenger Family Office first reported a position in Exelon in Q4 2024 and has held it in 6 quarters since.
  • Stenger Family Office's Exelon position peaked at $2.37M in Q3 2025.
  • 1,287 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Stenger Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.