VestGen Advisors’s Exelon EXC Stock Holding History

VestGen Advisors’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	$1.4M	Buy	31,026 +14,102	+83%	+$656K	0.04%	384
2025 Q4	$738K	Sell	16,924 -8,657	-34%	-$395K	0.03%	408
2025 Q3	$1.15M	Sell	25,581 -34	-0.1%	-$1.49K	0.04%	343
2025 Q2	$1.13M	Buy	25,615 +995	+4%	+$44.3K	0.04%	312
2025 Q1	$1.13M	Buy	+24,620	New	+$1.03M	0.05%	290

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

VestGen Advisors's EXC Position: Q1 2026 in Review

VestGen Advisors increased its Exelon (EXC) stake by 83% in Q1 2026, buying an estimated $656K and bringing the position to 31,026 shares worth $1.4M. The position accounts for 0.04% of the portfolio, ranked #384.

VestGen Advisors first reported a position in EXC in Q1 2025 and has held it in 5 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

VestGen Advisors held 31,026 shares of Exelon worth $1.4M as of Q1 2026.
VestGen Advisors bought 14,102 Exelon shares in Q1 2026, an estimated $656K.
Exelon made up 0.04% of VestGen Advisors's portfolio in Q1 2026, its #384 holding.
VestGen Advisors first reported a position in Exelon in Q1 2025 and has held it in 5 quarters since.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.