Venture Visionary Partners’s Exelon EXC Stock Holding History

Venture Visionary Partners’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	–	Sell	-4,210	Closed	-$206K	–	746
2026 Q1	$206K	Buy	+4,210	New	+$196K	0.01%	590
2022 Q3	–	Sell	-4,308	Closed	-$195K	–	819
2022 Q2	$195K	Sell	4,308 -73	-2%	-$3.43K	0.01%	447
2022 Q1	$208K	Sell	4,381 -1,798	-29%	-$76.2K	0.01%	470
2021 Q4	$254K	Hold	6,179	–	–	0.02%	447
2021 Q3	$213K	Sell	6,179 -639	-9%	-$21.8K	0.02%	477
2021 Q2	$215K	Sell	6,818 -45	-0.7%	-$1.45K	0.02%	461
2021 Q1	$214K	Sell	6,863 -371	-5%	-$11.1K	0.02%	430
2020 Q4	$217K	Sell	7,234 -718	-9%	-$21.2K	0.02%	360
2020 Q3	$202K	Sell	7,952 -386	-5%	-$10.2K	0.05%	189
2020 Q2	$215K	Buy	+8,338	New	+$221K	0.06%	156

Other funds holding EXC

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

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

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

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

Venture Visionary Partners's EXC Position: Q2 2026 in Review

Venture Visionary Partners sold out of Exelon (EXC) in Q2 2026, closing a stake of 4,210 shares — an estimated $206K sold.

Venture Visionary Partners first reported a position in EXC in Q2 2020 and held it in 10 quarters. The position peaked at $254K in Q4 2021. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Venture Visionary Partners reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
Venture Visionary Partners sold 4,210 Exelon shares in Q2 2026, an estimated $206K.
Venture Visionary Partners first reported a position in Exelon in Q2 2020 and held it in 10 quarters.
Venture Visionary Partners's Exelon position peaked at $254K in Q4 2021.
1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.