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Walsh & Associates’s Exelon EXC Stock Holding History

Walsh & Associates’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 		$194K Hold
4,157
– – 0.16% 56
2026
Q1 		$204K Hold
4,157
– – 0.2% 51
2025
Q4 		$181K Buy
+4,157
New +$190K 0.18% 54

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Walsh & Associates's EXC Position: Q2 2026 in Review

Walsh & Associates held its Exelon (EXC) position steady in Q2 2026 at 4,157 shares worth $194K. The position accounts for 0.16% of the portfolio, ranked #56.

Walsh & Associates first reported a position in EXC in Q4 2025 and has held it in 3 quarters since. The position peaked at $204K in Q1 2026. 1,282 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Walsh & Associates held 4,157 shares of Exelon worth $194K as of Q2 2026.
  • Walsh & Associates left its Exelon share count unchanged in Q2 2026.
  • Exelon made up 0.16% of Walsh & Associates's portfolio in Q2 2026, its #56 holding.
  • Walsh & Associates first reported a position in Exelon in Q4 2025 and has held it in 3 quarters since.
  • Walsh & Associates's Exelon position peaked at $204K in Q1 2026.
  • 1,282 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.