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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
2024
Q1 		– Sell
-3,000
Closed -$108K – 610
2023
Q4 		$108K Buy
+3,000
New +$116K 0.01% 321
2014
Q4 		– Sell
-101
Closed -$1K – 641
2014
Q3 		$1K Buy
+101
New +$2.37K ﹤0.01% 637
2013
Q4 		– Sell
-56
Closed -$1K – 548
2013
Q3 		$1K Sell
56
-81
-59% -$1.77K ﹤0.01% 372
2013
Q2 		$2K Buy
+137
New +$3.32K ﹤0.01% 478

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 Securities Group's EXC Position: Q1 2026 in Review

Summit Securities Group sold out of Exelon (EXC) in Q1 2026, closing a stake of 3,038 shares — an estimated $132K sold.

Summit Securities Group first reported a position in EXC in Q2 2013 and held it in 23 quarters. The position peaked at $729K in Q2 2013. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Summit Securities Group reported no remaining Exelon position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 3,038 Exelon shares in Q1 2026, an estimated $132K.
  • Summit Securities Group first reported a position in Exelon in Q2 2013 and held it in 23 quarters.
  • Summit Securities Group's Exelon position peaked at $729K in Q2 2013.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.