UB
EXC icon

UMB Bank’s Exelon EXC Stock Holding History

UMB Bank’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 		$265K Buy
5,410
+443
+9% +$20.6K ﹤0.01% 617
2025
Q4 		$217K Buy
4,967
+980
+25% +$44.7K ﹤0.01% 661
2025
Q3 		$179K Buy
3,987
+641
+19% +$28.2K ﹤0.01% 651
2025
Q2 		$145K Buy
3,346
+887
+36% +$39.5K ﹤0.01% 692
2025
Q1 		$113K Buy
2,459
+183
+8% +$7.65K ﹤0.01% 725
2024
Q4 		$85.7K Buy
2,276
+748
+49% +$29K ﹤0.01% 736
2024
Q3 		$62K Buy
1,528
+735
+93% +$27.6K ﹤0.01% 812
2024
Q2 		$27.4K Sell
793
-8,613
-92% -$318K ﹤0.01% 971
2024
Q1 		$353K Buy
9,406
+1
+0% +$36 0.01% 459
2023
Q4 		$338K Sell
9,405
-216
-2% -$8.32K ﹤0.01% 472
2023
Q3 		$364K Buy
9,621
+58
+0.6% +$2.36K 0.01% 451
2023
Q2 		$390K Sell
9,563
-81
-0.8% -$3.35K 0.01% 446
2023
Q1 		$404K Sell
9,644
-1,543
-14% -$64.3K 0.01% 440
2022
Q4 		$483K Sell
11,187
-1
-0% -$40 0.01% 420
2022
Q3 		$419K Sell
11,188
-711
-6% -$31.4K 0.01% 464
2022
Q2 		$540K Buy
11,899
+636
+6% +$29.9K 0.01% 456
2022
Q1 		$537K Sell
11,263
-4,703
-29% -$199K 0.01% 463
2021
Q4 		$658K Buy
+15,966
New +$601K 0.01% 446
2021
Q1 		– Sell
-7,897
Closed -$238K – 361
2020
Q4 		$238K Sell
7,897
-832
-10% -$24.6K 0.01% 323
2020
Q3 		$226K Hold
8,729
– – 0.01% 309
2020
Q2 		$226K Buy
8,729
+276
+3% +$7.33K 0.01% 309
2020
Q1 		$222K Sell
8,453
-5,310
-39% -$167K 0.01% 307
2019
Q4 		$448K Sell
13,763
-14
-0.1% -$453 0.01% 274
2019
Q3 		$474 Buy
13,777
+765
+6% +$25.7K 0.01% 276
2019
Q2 		$445 Sell
13,012
-46
-0.4% -$1.62K 0.01% 276
2019
Q1 		$467K Buy
13,058
+704
+6% +$24K 0.01% 264
2018
Q4 		$397 Buy
12,354
+161
+1% +$5.15K 0.01% 251
2018
Q3 		$380K Buy
12,193
+4,879
+67% +$150K 0.01% 272
2018
Q2 		$222K Buy
+7,314
New +$209K 0.01% 314
2016
Q2 		– Sell
-7,973
Closed -$204K – 353
2016
Q1 		$204K Buy
+7,973
New +$179K 0.01% 334
2015
Q3 		– Sell
-18,755
Closed -$421 – 303
2015
Q2 		$421 Sell
18,755
-2,986
-14% -$71.5K 0.02% 227
2015
Q1 		$522 Sell
21,741
-105
-0.5% -$2.6K 0.02% 212
2014
Q4 		$578K Buy
21,846
+15
+0.1% +$385 0.03% 205
2014
Q3 		$531 Sell
21,831
-1,261
-5% -$29.5K 0.03% 207
2014
Q2 		$601K Buy
23,092
+490
+2% +$12.5K 0.03% 202
2014
Q1 		$541K Buy
22,602
+344
+2% +$7.24K 0.03% 200
2013
Q4 		$434 Buy
22,258
+6,821
+44% +$137K 0.02% 218
2013
Q3 		$327 Buy
15,437
+364
+2% +$7.96K 0.02% 238
2013
Q2 		$332 Buy
+15,073
New +$366K 0.02% 229

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

UMB Bank's EXC Position: Q1 2026 in Review

UMB Bank increased its Exelon (EXC) stake by 8.9% in Q1 2026, buying an estimated $20.6K and bringing the position to 5,410 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

UMB Bank first reported a position in EXC in Q2 2013 and has held it in 39 quarters since. The position peaked at $658K in Q4 2021. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • UMB Bank held 5,410 shares of Exelon worth $265K as of Q1 2026.
  • UMB Bank bought 443 Exelon shares in Q1 2026, an estimated $20.6K.
  • Exelon made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #617 holding.
  • UMB Bank first reported a position in Exelon in Q2 2013 and has held it in 39 quarters since.
  • UMB Bank's Exelon position peaked at $658K in Q4 2021.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.