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Strategic Investment Solutions’s Exelon EXC Stock Holding History

Strategic Investment Solutions’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 		$214K Buy
4,600
+2
+0% +$93 0.05% 148
2026
Q1 		$225K Buy
4,598
+1
+0% +$47 0.05% 137
2025
Q4 		$200K Buy
4,597
+570
+14% +$26K 0.05% 136
2025
Q3 		$181K Sell
4,027
-1,105
-22% -$48.5K 0.05% 142
2025
Q2 		$175K Buy
5,132
+12
+0.2% +$534 0.05% 131
2025
Q1 		$236K Buy
5,120
+3,847
+302% +$161K 0.07% 97
2024
Q4 		$45.7K Sell
1,273
-41
-3% -$1.59K 0.02% 217
2024
Q3 		$53.3K Sell
1,314
-190
-13% -$7.14K 0.02% 190
2024
Q2 		$57.3K Buy
+1,504
New +$55.5K 0.02% 175
2023
Q4 		$49.5K Sell
1,380
-5,313
-79% -$205K 0.01% 477
2023
Q3 		$272K Buy
6,693
+6,383
+2,059% +$260K ﹤0.01% 469
2023
Q2 		$12.2K Sell
310
-1,238
-80% -$51.2K ﹤0.01% 531
2023
Q1 		$64.8K Buy
+1,548
New +$64.5K 0.01% 325

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

Strategic Investment Solutions's EXC Position: Q2 2026 in Review

Strategic Investment Solutions increased its Exelon (EXC) stake by 0.04% in Q2 2026, buying an estimated $93 and bringing the position to 4,600 shares worth $214K. The position accounts for 0.05% of the portfolio, ranked #148.

Strategic Investment Solutions first reported a position in EXC in Q1 2023 and has held it in 13 quarters since. The position peaked at $272K in Q3 2023. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Strategic Investment Solutions held 4,600 shares of Exelon worth $214K as of Q2 2026.
  • Strategic Investment Solutions bought 2 Exelon shares in Q2 2026, an estimated $93.
  • Exelon made up 0.05% of Strategic Investment Solutions's portfolio in Q2 2026, its #148 holding.
  • Strategic Investment Solutions first reported a position in Exelon in Q1 2023 and has held it in 13 quarters since.
  • Strategic Investment Solutions's Exelon position peaked at $272K in Q3 2023.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.