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Y.D. More Investments’s Exelon EXC Stock Holding History

Y.D. More Investments’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 		$85.9K Buy
1,843
+65
+4% +$3.01K ﹤0.01% 294
2026
Q1 		$87.2K Sell
1,778
-36
-2% -$1.68K ﹤0.01% 273
2025
Q4 		$79.1K Sell
1,814
-874
-33% -$39.9K ﹤0.01% 268
2025
Q3 		$121K Sell
2,688
-732
-21% -$32.1K 0.01% 248
2025
Q2 		$147K Buy
3,420
+689
+25% +$30.7K 0.01% 229
2025
Q1 		$126K Sell
2,731
-388
-12% -$16.2K 0.01% 246
2024
Q4 		$117K Buy
3,119
+340
+12% +$13.2K 0.01% 247
2024
Q3 		$113K Buy
2,779
+93
+3% +$3.5K 0.01% 250
2024
Q2 		$93K Buy
+2,686
New +$99.1K 0.01% 260

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

Y.D. More Investments's EXC Position: Q2 2026 in Review

Y.D. More Investments increased its Exelon (EXC) stake by 3.7% in Q2 2026, buying an estimated $3.01K and bringing the position to 1,843 shares worth $85.9K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Y.D. More Investments first reported a position in EXC in Q2 2024 and has held it in 9 quarters since. The position peaked at $147K in Q2 2025. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Y.D. More Investments held 1,843 shares of Exelon worth $85.9K as of Q2 2026.
  • Y.D. More Investments bought 65 Exelon shares in Q2 2026, an estimated $3.01K.
  • Exelon made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #294 holding.
  • Y.D. More Investments first reported a position in Exelon in Q2 2024 and has held it in 9 quarters since.
  • Y.D. More Investments's Exelon position peaked at $147K in Q2 2025.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.