Syverson Strege & Co’s Exelon EXC Stock Holding History

Syverson Strege & Co’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	$213K	Sell	4,575 -156	-3%	-$7.22K	0.05%	173
2026 Q1	$232K	Buy	+4,731	New	+$220K	0.06%	150
2023 Q2	–	Sell	-120	Closed	-$5.03K	–	248
2023 Q1	$5.03K	Buy	+120	New	+$5K	﹤0.01%	331
2021 Q4	–	Sell	-1,539	Closed	-$53K	–	358
2021 Q3	$53K	Hold	1,539	–	–	0.04%	135
2021 Q2	$49K	Sell	1,539 -2	-0.1%	-$64	0.04%	134
2021 Q1	$48K	Hold	1,541	–	–	0.05%	123
2020 Q4	$46K	Buy	+1,541	New	+$45.5K	0.04%	116

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Syverson Strege & Co's EXC Position: Q2 2026 in Review

Syverson Strege & Co reduced its Exelon (EXC) stake by 3.3% in Q2 2026, selling an estimated $7.22K and leaving 4,575 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #173.

Syverson Strege & Co first reported a position in EXC in Q4 2020 and has held it in 7 quarters since. The position peaked at $232K in Q1 2026. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Syverson Strege & Co held 4,575 shares of Exelon worth $213K as of Q2 2026.
Syverson Strege & Co sold 156 Exelon shares in Q2 2026, an estimated $7.22K.
Exelon made up 0.05% of Syverson Strege & Co's portfolio in Q2 2026, its #173 holding.
Syverson Strege & Co first reported a position in Exelon in Q4 2020 and has held it in 7 quarters since.
Syverson Strege & Co's Exelon position peaked at $232K in Q1 2026.
1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.