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Tidal Investments’s Exelon EXC Stock Holding History

Tidal Investments’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 		$3.44M Buy
70,117
+1,296
+2% +$60.3K 0.01% 952
2025
Q4 		$3M Buy
68,821
+14,883
+28% +$679K 0.01% 820
2025
Q3 		$2.43M Buy
53,938
+3,575
+7% +$157K ﹤0.01% 824
2025
Q2 		$2.19M Buy
50,363
+27,040
+116% +$1.2M 0.01% 696
2025
Q1 		$1.07M Sell
23,323
-29,099
-56% -$1.22M 0.01% 951
2024
Q4 		$1.97M Buy
52,422
+7,964
+18% +$309K 0.02% 709
2024
Q3 		$1.8M Buy
44,458
+2,718
+7% +$102K 0.02% 705
2024
Q2 		$1.44M Sell
41,740
-27,528
-40% -$1.02M 0.02% 709
2024
Q1 		$2.6M Buy
69,268
+34,132
+97% +$1.22M 0.04% 430
2023
Q4 		$1.26M Buy
35,136
+10,055
+40% +$387K 0.03% 542
2023
Q3 		$948K Buy
25,081
+8,721
+53% +$355K 0.03% 566
2023
Q2 		$667K Sell
16,360
-7,094
-30% -$293K 0.02% 685
2023
Q1 		$982K Buy
23,454
+8,510
+57% +$355K 0.03% 502
2022
Q4 		$646K Sell
14,944
-24,132
-62% -$953K 0.02% 583
2022
Q3 		$1.46M Buy
39,076
+8,273
+27% +$366K 0.06% 278
2022
Q2 		$1.4M Buy
30,803
+17,361
+129% +$816K 0.05% 307
2022
Q1 		$640K Sell
13,442
-3,116
-19% -$132K 0.02% 573
2021
Q4 		$682K Buy
16,558
+3,585
+28% +$135K 0.02% 506
2021
Q3 		$447K Buy
12,973
+1,411
+12% +$48.2K 0.02% 541
2021
Q2 		$365K Buy
11,562
+4,361
+61% +$140K 0.01% 512
2021
Q1 		$225K Buy
+7,201
New +$216K 0.01% 504

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

Tidal Investments's EXC Position: Q1 2026 in Review

Tidal Investments increased its Exelon (EXC) stake by 1.9% in Q1 2026, buying an estimated $60.3K and bringing the position to 70,117 shares worth $3.44M. The position accounts for 0.01% of the portfolio, ranked #952.

Tidal Investments first reported a position in EXC in Q1 2021 and has held it in 21 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Tidal Investments held 70,117 shares of Exelon worth $3.44M as of Q1 2026.
  • Tidal Investments bought 1,296 Exelon shares in Q1 2026, an estimated $60.3K.
  • Exelon made up 0.01% of Tidal Investments's portfolio in Q1 2026, its #952 holding.
  • Tidal Investments first reported a position in Exelon in Q1 2021 and has held it in 21 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.