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Vise Technologies’s Exelon EXC Stock Holding History

Vise Technologies’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 		$2.06M Hold
47,255
– – 0.04% 358
2025
Q4 		$2.06M Buy
47,255
+20,793
+79% +$949K 0.04% 359
2025
Q3 		$1.19M Sell
26,462
-15,360
-37% -$675K 0.04% 384
2025
Q2 		$1.82M Buy
+41,822
New +$1.86M 0.08% 284
2024
Q4 		$511K Buy
13,588
+2,678
+25% +$104K 0.04% 429
2024
Q3 		$442K Sell
10,910
-1,856
-15% -$69.8K 0.06% 328
2024
Q2 		$442K Buy
12,766
+169
+1% +$6.24K 0.08% 246
2024
Q1 		$473K Buy
12,597
+4,573
+57% +$163K 0.09% 212
2023
Q4 		$288K Buy
8,024
+1,255
+19% +$48.3K 0.06% 278
2023
Q3 		$256K Buy
+6,769
New +$276K 0.06% 277
2023
Q2 		– Sell
-5,382
Closed -$225K – 352
2023
Q1 		$225K Sell
5,382
-3,421
-39% -$143K 0.06% 302
2022
Q4 		$381K Sell
8,803
-5,635
-39% -$223K 0.12% 190
2022
Q3 		$541K Buy
14,438
+3,916
+37% +$173K 0.2% 115
2022
Q2 		$477K Buy
+10,522
New +$495K 0.19% 136

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Vise Technologies's EXC Position: Q1 2026 in Review

Vise Technologies held its Exelon (EXC) position steady in Q1 2026 at 47,255 shares worth $2.06M. The position accounts for 0.04% of the portfolio, ranked #358.

Vise Technologies first reported a position in EXC in Q2 2022 and has held it in 14 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Vise Technologies held 47,255 shares of Exelon worth $2.06M as of Q1 2026.
  • Vise Technologies left its Exelon share count unchanged in Q1 2026.
  • Exelon made up 0.04% of Vise Technologies's portfolio in Q1 2026, its #358 holding.
  • Vise Technologies first reported a position in Exelon in Q2 2022 and has held it in 14 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.