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Westerkirk Capital’s Exelon EXC Stock Holding History

Westerkirk Capital’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 		$408K Hold
8,331
– – 0.04% 158
2025
Q4 		$363K Sell
8,331
-9,670
-54% -$441K 0.04% 169
2025
Q3 		$810K Hold
18,001
– – 0.09% 162
2025
Q2 		$782K Buy
+18,001
New +$801K 0.1% 161

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

Westerkirk Capital's EXC Position: Q1 2026 in Review

Westerkirk Capital held its Exelon (EXC) position steady in Q1 2026 at 8,331 shares worth $408K. The position accounts for 0.04% of the portfolio, ranked #158.

Westerkirk Capital first reported a position in EXC in Q2 2025 and has held it in 4 quarters since. The position peaked at $810K in Q3 2025. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Westerkirk Capital held 8,331 shares of Exelon worth $408K as of Q1 2026.
  • Westerkirk Capital left its Exelon share count unchanged in Q1 2026.
  • Exelon made up 0.04% of Westerkirk Capital's portfolio in Q1 2026, its #158 holding.
  • Westerkirk Capital first reported a position in Exelon in Q2 2025 and has held it in 4 quarters since.
  • Westerkirk Capital's Exelon position peaked at $810K in Q3 2025.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Westerkirk Capital's 13F filing for Q1 2026, filed 14 May 2026.