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Summit Financial’s Exelon EXC Stock Holding History

Summit Financial’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 		$693K Buy
14,145
+235
+2% +$10.9K 0.01% 899
2025
Q4 		$606K Buy
13,910
+4,668
+51% +$213K 0.01% 824
2025
Q3 		$416K Buy
9,242
+610
+7% +$26.8K 0.01% 947
2025
Q2 		$375K Buy
8,632
+2,184
+34% +$97.2K 0.01% 631
2025
Q1 		$297K Sell
6,448
-178
-3% -$7.44K 0.01% 612
2024
Q4 		$249K Sell
6,626
-480
-7% -$18.6K 0.01% 577
2024
Q3 		$288K Buy
7,106
+930
+15% +$35K 0.01% 470
2024
Q2 		$214K Buy
+6,176
New +$228K 0.01% 468

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Summit Financial's EXC Position: Q1 2026 in Review

Summit Financial increased its Exelon (EXC) stake by 1.7% in Q1 2026, buying an estimated $10.9K and bringing the position to 14,145 shares worth $693K. The position accounts for 0.01% of the portfolio, ranked #899.

Summit Financial first reported a position in EXC in Q2 2024 and has held it in 8 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Summit Financial held 14,145 shares of Exelon worth $693K as of Q1 2026.
  • Summit Financial bought 235 Exelon shares in Q1 2026, an estimated $10.9K.
  • Exelon made up 0.01% of Summit Financial's portfolio in Q1 2026, its #899 holding.
  • Summit Financial first reported a position in Exelon in Q2 2024 and has held it in 8 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.