Stiles Financial Services’s Exelon EXC Stock Holding History

Stiles Financial Services’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	$270K	Buy	5,515 +11	+0.2%	+$512	0.08%	151
2025 Q4	$240K	Buy	5,504 +50	+0.9%	+$2.28K	0.07%	159
2025 Q3	$245K	Buy	5,454 +50	+0.9%	+$2.2K	0.08%	161
2025 Q2	$235K	Buy	5,404 +49	+0.9%	+$2.18K	0.08%	162
2025 Q1	$247K	Buy	+5,355	New	+$224K	0.09%	153
2024 Q4	–	Sell	-5,252	Closed	-$213K	–	187
2024 Q3	$213K	Buy	+5,252	New	+$197K	0.08%	174
2023 Q3	–	Sell	-5,002	Closed	-$204K	–	182
2023 Q2	$204K	Buy	+5,002	New	+$207K	0.1%	179
2022 Q3	–	Sell	-4,523	Closed	-$205K	–	171
2022 Q2	$205K	Buy	4,523 +31	+0.7%	+$1.46K	0.12%	161
2022 Q1	$214K	Sell	4,492 -1,758	-28%	-$74.5K	0.11%	168
2021 Q4	$257K	Buy	+6,250	New	+$235K	0.12%	155

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Stiles Financial Services's EXC Position: Q1 2026 in Review

Stiles Financial Services increased its Exelon (EXC) stake by 0.2% in Q1 2026, buying an estimated $512 and bringing the position to 5,515 shares worth $270K. The position accounts for 0.08% of the portfolio, ranked #151.

Stiles Financial Services first reported a position in EXC in Q4 2021 and has held it in 10 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Stiles Financial Services held 5,515 shares of Exelon worth $270K as of Q1 2026.
Stiles Financial Services bought 11 Exelon shares in Q1 2026, an estimated $512.
Exelon made up 0.08% of Stiles Financial Services's portfolio in Q1 2026, its #151 holding.
Stiles Financial Services first reported a position in Exelon in Q4 2021 and has held it in 10 quarters since.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.