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Summit Securities Group’s Exelon EXC Stock Holding History

Summit Securities Group’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 		$466K Buy
+10,000
New +$463K 0.04% 178
2026
Q1 		– Sell
-3,038
Closed -$132K – 1154
2025
Q4 		$132K Buy
3,038
+2,709
+823% +$124K 0.02% 415
2025
Q3 		$14.8K Buy
+329
New +$14.4K ﹤0.01% 832
2025
Q1 		– Sell
-158
Closed -$5.95K – 889
2024
Q4 		$5.95K Sell
158
-1,073
-87% -$41.6K ﹤0.01% 510
2024
Q3 		$50K Buy
1,231
+1,099
+833% +$41.3K 0.01% 224
2024
Q2 		$5K Buy
+132
New +$4.87K ﹤0.01% 492
2024
Q1 		– Sell
-3,080
Closed -$111K – 609
2023
Q4 		$111K Buy
3,080
+2,968
+2,650% +$114K 0.01% 318
2023
Q3 		$4K Sell
112
-224
-67% -$9.13K ﹤0.01% 480
2023
Q2 		$14K Buy
336
+335
+33,500% +$13.8K ﹤0.01% 722
2023
Q1 		$0 Sell
1
-1,000
-100% -$41.7K ﹤0.01% 963
2022
Q4 		$43K Sell
1,001
-6,240
-86% -$247K ﹤0.01% 739
2022
Q3 		$271K Sell
7,241
-1,759
-20% -$77.8K 0.02% 366
2022
Q2 		$408K Buy
9,000
+3,867
+75% +$182K 0.05% 210
2022
Q1 		$244K Buy
+5,133
New +$217K 0.03% 349
2019
Q4 		– Sell
-7,428
Closed -$256K – 457
2019
Q3 		$256K Buy
+7,428
New +$249K 0.02% 273
2016
Q1 		– Sell
-10,165
Closed -$201K – 207
2015
Q4 		$201K Buy
10,165
+8,763
+625% +$178K 0.06% 199
2015
Q3 		$30K Buy
+1,402
New +$31.5K 0.02% 188
2015
Q1 		– Sell
-5,748
Closed -$152K – 466
2014
Q4 		$152K Sell
5,748
-4,627
-45% -$119K 0.04% 226
2014
Q3 		$252K Sell
10,375
-2,804
-21% -$65.7K 0.07% 184
2014
Q2 		$343K Buy
13,179
+12,758
+3,030% +$325K 0.12% 116
2014
Q1 		$10K Sell
421
-5,327
-93% -$112K 0.01% 263
2013
Q4 		$112K Buy
5,748
+140
+2% +$2.82K 0.02% 218
2013
Q3 		$119K Sell
5,608
-27,479
-83% -$601K 0.04% 149
2013
Q2 		$729K Buy
+33,087
New +$803K 0.35% 53

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 Securities Group's EXC Position: Q2 2026 in Review

Summit Securities Group opened a new position in Exelon (EXC) in Q2 2026: 10,000 shares worth $466K. The stake represents 0.04% of the portfolio and ranks #178 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in EXC as recently as Q4 2025.

Summit Securities Group first reported a position in EXC in Q2 2013 and has held it in 24 quarters since. The position peaked at $729K in Q2 2013. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Summit Securities Group held 10,000 shares of Exelon worth $466K as of Q2 2026.
  • Exelon was a new Summit Securities Group position in Q2 2026.
  • Exelon made up 0.04% of Summit Securities Group's portfolio in Q2 2026, its #178 holding.
  • Summit Securities Group first reported a position in Exelon in Q2 2013 and has held it in 24 quarters since.
  • Summit Securities Group's Exelon position peaked at $729K in Q2 2013.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.