Westside Investment Management’s Exelon EXC Stock Holding History

Westside Investment 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	$7.46K	Hold	160	–	–	﹤0.01%	1180
2026 Q1	$7.89K	Sell	160 -6	-4%	-$279	﹤0.01%	1165
2025 Q4	$7.29K	Buy	166 +6	+4%	+$274	﹤0.01%	1168
2025 Q3	$7.21K	Buy	+160	New	+$7.03K	﹤0.01%	1201
2019 Q2	$6K	Buy	+199	New	+$7.02K	﹤0.01%	524
2018 Q4	$4.03K	Buy	125 +3	+2%	+$96	﹤0.01%	575
2018 Q3	$3.85K	Sell	122 -1	-0.8%	-$31	﹤0.01%	621
2018 Q2	$3.77K	Buy	123 +1	+0.8%	+$29	﹤0.01%	709
2018 Q1	$3.34K	Buy	122 +1	+0.8%	+$27	﹤0.01%	717
2017 Q4	$3.33K	Buy	121 +2	+2%	+$57	﹤0.01%	733
2017 Q3	$3.26K	Hold	119	–	–	﹤0.01%	715
2017 Q2	$3.04K	Hold	119	–	–	﹤0.01%	715
2017 Q1	$3.07K	Hold	119	–	–	﹤0.01%	676
2016 Q4	$3.01K	Buy	+119	New	+$2.82K	﹤0.01%	562

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

Westside Investment Management's EXC Position: Q2 2026 in Review

Westside Investment Management held its Exelon (EXC) position steady in Q2 2026 at 160 shares worth $7.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Westside Investment Management first reported a position in EXC in Q4 2016 and has held it in 14 quarters since. The position peaked at $7.89K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Westside Investment Management held 160 shares of Exelon worth $7.46K as of Q2 2026.
Westside Investment Management left its Exelon share count unchanged in Q2 2026.
Exelon made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1180 holding.
Westside Investment Management first reported a position in Exelon in Q4 2016 and has held it in 14 quarters since.
Westside Investment Management's Exelon position peaked at $7.89K in Q1 2026.
1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.