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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Venture Visionary Partners's EXC Position: Q1 2026 in Review

Venture Visionary Partners opened a new position in Exelon (EXC) in Q1 2026: 4,210 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #590 among its holdings. This is a return to the name: Venture Visionary Partners previously reported a position in EXC as recently as Q2 2022.

Venture Visionary Partners first reported a position in EXC in Q2 2020 and has held it in 10 quarters since. The position peaked at $254K in Q4 2021. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Venture Visionary Partners held 4,210 shares of Exelon worth $206K as of Q1 2026.
Exelon was a new Venture Visionary Partners position in Q1 2026.
Exelon made up 0.01% of Venture Visionary Partners's portfolio in Q1 2026, its #590 holding.
Venture Visionary Partners first reported a position in Exelon in Q2 2020 and has held it in 10 quarters since.
Venture Visionary Partners's Exelon position peaked at $254K in Q4 2021.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Venture Visionary Partners's 13F filing for Q1 2026, filed 14 May 2026.