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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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. 1,292 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.
  • 1,292 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.