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SummitTX Capital’s Exelon EXC Stock Holding History

SummitTX Capital’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
2025
Q4 		– Sell
-10,326
Closed -$465K – 779
2025
Q3 		$465K Sell
10,326
-8,871
-46% -$390K 0.02% 543
2025
Q2 		$834K Sell
19,197
-251,531
-93% -$11.2M 0.04% 402
2025
Q1 		$12.5M Buy
+270,728
New +$11.3M 0.54% 28

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SummitTX Capital's EXC Position: Q4 2025 in Review

SummitTX Capital sold out of Exelon (EXC) in Q4 2025, closing a stake of 10,326 shares — an estimated $465K sold.

SummitTX Capital first reported a position in EXC in Q1 2025 and held it in 3 quarters. The position peaked at $12.5M in Q1 2025. 1,248 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

  • SummitTX Capital reported no remaining Exelon position as of Q4 2025 after selling out during the quarter.
  • SummitTX Capital sold 10,326 Exelon shares in Q4 2025, an estimated $465K.
  • SummitTX Capital first reported a position in Exelon in Q1 2025 and held it in 3 quarters.
  • SummitTX Capital's Exelon position peaked at $12.5M in Q1 2025.
  • 1,248 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

Based on SummitTX Capital's 13F filing for Q4 2025, filed 17 Feb 2026.