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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
Q2 		$655K Sell
14,043
-102
-0.7% -$4.72K 0.01% 996
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 $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

Summit Financial's EXC Position: Q2 2026 in Review

Summit Financial reduced its Exelon (EXC) stake by 0.72% in Q2 2026, selling an estimated $4.72K and leaving 14,043 shares worth $655K. The position accounts for 0.01% of the portfolio, ranked #996.

Summit Financial first reported a position in EXC in Q2 2024 and has held it in 9 quarters since. The position peaked at $693K in Q1 2026. 1,291 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Summit Financial held 14,043 shares of Exelon worth $655K as of Q2 2026.
  • Summit Financial sold 102 Exelon shares in Q2 2026, an estimated $4.72K.
  • Exelon made up 0.01% of Summit Financial's portfolio in Q2 2026, its #996 holding.
  • Summit Financial first reported a position in Exelon in Q2 2024 and has held it in 9 quarters since.
  • Summit Financial's Exelon position peaked at $693K in Q1 2026.
  • 1,291 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.