SC
EXC icon

Syon Capital’s Exelon EXC Stock Holding History

Syon 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
2026
Q1 		$1,000K Buy
20,392
+2,489
+14% +$116K 0.05% 309
2025
Q4 		$780K Buy
17,903
+3,813
+27% +$174K 0.04% 390
2025
Q3 		$634K Buy
14,090
+5,389
+62% +$237K 0.03% 406
2025
Q2 		$378K Buy
8,701
+1,882
+28% +$83.8K 0.02% 465
2025
Q1 		$314K Buy
+6,819
New +$285K 0.03% 411
2024
Q4 		– Sell
-12,111
Closed -$491K – 579
2024
Q3 		$491K Buy
12,111
+622
+5% +$23.4K 0.04% 279
2024
Q2 		$398K Sell
11,489
-102
-0.9% -$3.77K 0.04% 304
2024
Q1 		$435K Buy
11,591
+6,191
+115% +$221K 0.04% 285
2023
Q4 		$194K Buy
+5,400
New +$208K 0.01% 469

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

Syon Capital's EXC Position: Q1 2026 in Review

Syon Capital increased its Exelon (EXC) stake by 14% in Q1 2026, buying an estimated $116K and bringing the position to 20,392 shares worth $1,000K. The position accounts for 0.05% of the portfolio, ranked #309.

Syon Capital first reported a position in EXC in Q4 2023 and has held it in 9 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Syon Capital held 20,392 shares of Exelon worth $1,000K as of Q1 2026.
  • Syon Capital bought 2,489 Exelon shares in Q1 2026, an estimated $116K.
  • Exelon made up 0.05% of Syon Capital's portfolio in Q1 2026, its #309 holding.
  • Syon Capital first reported a position in Exelon in Q4 2023 and has held it in 9 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.