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Vantage Point Financial’s Exelon EXC Stock Holding History

Vantage Point Financial’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 		– Sell
-4,695
Closed -$205K – 180
2025
Q4 		$205K Buy
4,695
+35
+0.8% +$1.6K 0.07% 162
2025
Q3 		$210K Sell
4,660
-20
-0.4% -$878 0.08% 151
2025
Q2 		$203K Sell
4,680
-41
-0.9% -$1.82K 0.09% 144
2025
Q1 		$218K Buy
+4,721
New +$197K 0.11% 120

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Vantage Point Financial's EXC Position: Q1 2026 in Review

Vantage Point Financial sold out of Exelon (EXC) in Q1 2026, closing a stake of 4,695 shares — an estimated $205K sold.

Vantage Point Financial first reported a position in EXC in Q1 2025 and held it in 4 quarters. The position peaked at $218K in Q1 2025. 1,286 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Vantage Point Financial reported no remaining Exelon position as of Q1 2026 after selling out during the quarter.
  • Vantage Point Financial sold 4,695 Exelon shares in Q1 2026, an estimated $205K.
  • Vantage Point Financial first reported a position in Exelon in Q1 2025 and held it in 4 quarters.
  • Vantage Point Financial's Exelon position peaked at $218K in Q1 2025.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Vantage Point Financial's 13F filing for Q1 2026, filed 4 May 2026.