4A
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4Wealth Advisors’s Exelon EXC Stock Holding History

4Wealth Advisors’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
-4,209
Closed -$207K – 153
2026
Q1 		$207K Buy
+4,209
New +$196K 0.18% 134
2025
Q1 		– Sell
-5,372
Closed -$202K – 133
2024
Q4 		$202K Buy
+5,372
New +$208K 0.2% 140

Other funds holding EXC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

4Wealth Advisors's EXC Position: Q2 2026 in Review

4Wealth Advisors sold out of Exelon (EXC) in Q2 2026, closing a stake of 4,209 shares — an estimated $207K sold.

4Wealth Advisors first reported a position in EXC in Q4 2024 and held it in 2 quarters. The position peaked at $207K in Q1 2026. 537 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • 4Wealth Advisors reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
  • 4Wealth Advisors sold 4,209 Exelon shares in Q2 2026, an estimated $207K.
  • 4Wealth Advisors first reported a position in Exelon in Q4 2024 and held it in 2 quarters.
  • 4Wealth Advisors's Exelon position peaked at $207K in Q1 2026.
  • 537 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.