Vision Capital Management’s Exelon EXC Stock Holding History

Vision Capital Management’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	-4,207	Closed	-$206K	–	157
2026 Q1	$206K	Buy	+4,207	New	+$196K	0.03%	145
2025 Q2	–	Sell	-4,607	Closed	-$212K	–	144
2025 Q1	$212K	Buy	+4,607	New	+$193K	0.03%	134
2022 Q2	–	Sell	-4,207	Closed	-$200K	–	100
2022 Q1	$200K	Sell	4,207 -1,691	-29%	-$71.6K	0.03%	103
2021 Q4	$243K	Hold	5,898	–	–	0.04%	104
2021 Q3	$203K	Buy	+5,898	New	+$202K	0.03%	105

Other funds holding EXC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Vision Capital Management's EXC Position: Q2 2026 in Review

Vision Capital Management sold out of Exelon (EXC) in Q2 2026, closing a stake of 4,207 shares — an estimated $206K sold.

Vision Capital Management first reported a position in EXC in Q3 2021 and held it in 5 quarters. The position peaked at $243K in Q4 2021. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Vision Capital Management reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
Vision Capital Management sold 4,207 Exelon shares in Q2 2026, an estimated $206K.
Vision Capital Management first reported a position in Exelon in Q3 2021 and held it in 5 quarters.
Vision Capital Management's Exelon position peaked at $243K in Q4 2021.
1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Vision Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.