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Steve Schonfeld’s Exelon EXC Stock Holding History

Steve Schonfeld’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
2021
Q3 		– Sell
-701,000
Closed -$22.2M – 2239
2021
Q2 		$22.2M Hold
701,000
– – 0.24% 112
2021
Q1 		$21.9M Buy
+701,000
New +$21.1M 0.27% 77

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

Steve Schonfeld's EXC Position: Q2 2026 in Review

Steve Schonfeld opened a new position in Exelon (EXC) in Q2 2026: 8,641 shares worth $403K. The stake represents ﹤0.01% of the portfolio and ranks #1903 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in EXC as recently as Q3 2025.

Steve Schonfeld first reported a position in EXC in Q4 2016 and has held it in 33 quarters since. The position peaked at $36.5M in Q2 2023. 1,284 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Steve Schonfeld held 8,641 shares of Exelon worth $403K as of Q2 2026.
  • Exelon was a new Steve Schonfeld position in Q2 2026.
  • Exelon made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1903 holding.
  • Steve Schonfeld first reported a position in Exelon in Q4 2016 and has held it in 33 quarters since.
  • Steve Schonfeld's Exelon position peaked at $36.5M in Q2 2023.
  • 1,284 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.