Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Exelon EXC Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$62M Buy
1,332,541
+18,057
+1% +$835K 0.09% 175
2026
Q1 		$64.3M Buy
1,314,484
+71,414
+6% +$3.32M 0.11% 169
2025
Q4 		$54.2M Buy
1,243,070
+192,235
+18% +$8.77M 0.09% 201
2025
Q3 		$47.3M Sell
1,050,835
-10,761
-1% -$473K 0.08% 220
2025
Q2 		$46.1M Buy
1,061,596
+94,682
+10% +$4.22M 0.08% 210
2025
Q1 		$44.6M Buy
966,914
+74,619
+8% +$3.12M 0.09% 211
2024
Q4 		$33.6M Buy
+892,295
New +$34.6M 0.07% 259

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's EXC Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Exelon (EXC) stake by 1.4% in Q2 2026, buying an estimated $835K and bringing the position to 1,332,541 shares worth $62M. The position accounts for 0.09% of the portfolio, ranked #175.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $64.3M in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 1,332,541 shares of Exelon worth $62M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 18,057 Exelon shares in Q2 2026, an estimated $835K.
  • Exelon made up 0.09% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #175 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Exelon position peaked at $64.3M in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.