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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Syverson Strege & Co's EXC Position: Q1 2026 in Review

Syverson Strege & Co opened a new position in Exelon (EXC) in Q1 2026: 4,731 shares worth $232K. The stake represents 0.06% of the portfolio and ranks #150 among its holdings. This is a return to the name: Syverson Strege & Co previously reported a position in EXC as recently as Q1 2023.

Syverson Strege & Co first reported a position in EXC in Q4 2020 and has held it in 6 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Syverson Strege & Co held 4,731 shares of Exelon worth $232K as of Q1 2026.
Exelon was a new Syverson Strege & Co position in Q1 2026.
Exelon made up 0.06% of Syverson Strege & Co's portfolio in Q1 2026, its #150 holding.
Syverson Strege & Co first reported a position in Exelon in Q4 2020 and has held it in 6 quarters since.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.