Tortoise Investment Management’s Exelon EXC Stock Holding History

Tortoise Investment Management’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	-1,257	Closed	-$56.6K	–	634
2025 Q3	$56.6K	Buy	1,257 +41	+3%	+$1.8K	0.01%	374
2025 Q2	$52.8K	Buy	1,216 +12	+1%	+$534	0.01%	375
2025 Q1	$55.5K	Hold	1,204	–	–	0.01%	359
2024 Q4	$45.3K	Hold	1,204	–	–	﹤0.01%	433
2024 Q3	$48.8K	Sell	1,204 -484	-29%	-$18.2K	0.01%	408
2024 Q2	$58.4K	Sell	1,688 -17	-1%	-$627	0.01%	369
2024 Q1	$64.1K	Hold	1,705	–	–	0.01%	352
2023 Q4	$61.2K	Buy	1,705 +631	+59%	+$24.3K	0.01%	338
2023 Q3	$40.6K	Buy	1,074 +3	+0.3%	+$122	0.01%	367
2023 Q2	$43.6K	Hold	1,071	–	–	0.01%	363
2023 Q1	$44.9K	Hold	1,071	–	–	0.01%	344
2022 Q4	$46.3K	Hold	1,071	–	–	0.01%	341
2022 Q3	$40K	Hold	1,071	–	–	0.01%	337
2022 Q2	$49K	Hold	1,071	–	–	0.01%	306
2022 Q1	$51K	Sell	1,071 -743	-41%	-$31.5K	0.01%	303
2021 Q4	$75K	Buy	1,814 +118	+7%	+$4.44K	0.01%	245
2021 Q3	$58K	Hold	1,696	–	–	0.01%	257
2021 Q2	$54K	Hold	1,696	–	–	0.01%	268
2021 Q1	$53K	Hold	1,696	–	–	0.01%	250
2020 Q4	$51K	Hold	1,696	–	–	0.01%	237
2020 Q3	$43K	Hold	1,696	–	–	0.01%	241
2020 Q2	$44K	Buy	1,696 +1,135	+202%	+$30.1K	0.01%	235
2020 Q1	$15K	Sell	561 -328	-37%	-$10.3K	﹤0.01%	320
2019 Q4	$29K	Hold	889	–	–	0.01%	284
2019 Q3	$31K	Hold	889	–	–	0.01%	271
2019 Q2	$30K	Hold	889	–	–	0.01%	291
2019 Q1	$32K	Buy	889 +328	+58%	+$11.2K	0.01%	281
2018 Q4	$18K	Hold	561	–	–	﹤0.01%	317
2018 Q3	$17K	Hold	561	–	–	﹤0.01%	343
2018 Q2	$17K	Hold	561	–	–	﹤0.01%	354
2018 Q1	$16K	Hold	561	–	–	﹤0.01%	343
2017 Q4	$16K	Hold	561	–	–	﹤0.01%	338
2017 Q3	$15K	Hold	561	–	–	﹤0.01%	320
2017 Q2	$14K	Hold	561	–	–	﹤0.01%	319
2017 Q1	$14K	Hold	561	–	–	﹤0.01%	298
2016 Q4	$14K	Hold	561	–	–	﹤0.01%	296
2016 Q3	$13K	Hold	561	–	–	﹤0.01%	281
2016 Q2	$15K	Hold	561	–	–	0.01%	274
2016 Q1	$14K	Hold	561	–	–	0.01%	263
2015 Q4	$11K	Hold	561	–	–	﹤0.01%	304
2015 Q3	$12K	Hold	561	–	–	﹤0.01%	280
2015 Q2	$13K	Hold	561	–	–	﹤0.01%	296
2015 Q1	$13K	Hold	561	–	–	0.01%	278
2014 Q4	$15K	Buy	+561	New	+$14.4K	0.01%	293

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Tortoise Investment Management's EXC Position: Q4 2025 in Review

Tortoise Investment Management sold out of Exelon (EXC) in Q4 2025, closing a stake of 1,257 shares — an estimated $56.6K sold.

Tortoise Investment Management first reported a position in EXC in Q4 2014 and held it in 44 quarters. The position peaked at $75K in Q4 2021. 1,250 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

Tortoise Investment Management reported no remaining Exelon position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 1,257 Exelon shares in Q4 2025, an estimated $56.6K.
Tortoise Investment Management first reported a position in Exelon in Q4 2014 and held it in 44 quarters.
Tortoise Investment Management's Exelon position peaked at $75K in Q4 2021.
1,250 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.