SIM
EXC icon

Stratos Investment Management’s Exelon EXC Stock Holding History

Stratos Investment Management’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 		$2.93M Buy
62,803
+4,592
+8% +$212K 0.11% 119
2026
Q1 		$2.85M Buy
58,211
+2,993
+5% +$139K 0.11% 116
2025
Q4 		$2.41M Buy
55,218
+2,867
+5% +$131K 0.1% 120
2025
Q3 		$2.36M Buy
52,351
+3,596
+7% +$158K 0.1% 119
2025
Q2 		$2.12M Buy
+48,755
New +$2.17M 0.1% 134

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

Stratos Investment Management's EXC Position: Q2 2026 in Review

Stratos Investment Management increased its Exelon (EXC) stake by 7.9% in Q2 2026, buying an estimated $212K and bringing the position to 62,803 shares worth $2.93M. The position accounts for 0.11% of the portfolio, ranked #119.

Stratos Investment Management first reported a position in EXC in Q2 2025 and has held it in 5 quarters since. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Stratos Investment Management held 62,803 shares of Exelon worth $2.93M as of Q2 2026.
  • Stratos Investment Management bought 4,592 Exelon shares in Q2 2026, an estimated $212K.
  • Exelon made up 0.11% of Stratos Investment Management's portfolio in Q2 2026, its #119 holding.
  • Stratos Investment Management first reported a position in Exelon in Q2 2025 and has held it in 5 quarters since.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.