Achmea Investment Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $25.6M | Sell |
549,029
-30,490
| -5% | -$1.41M | 0.64% | 47 |
|
|
2026
Q1 | $28.4M | Buy |
579,519
+5,313
| +0.9% | +$247K | 0.75% | 40 |
|
|
2025
Q4 | $25M | Sell |
574,206
-28,321
| -5% | -$1.29M | 0.64% | 42 |
|
|
2025
Q3 | $27.1M | Buy |
602,527
+816
| +0.1% | +$35.8K | 0.34% | 83 |
|
|
2025
Q2 | $26.1M | Buy |
601,711
+55,600
| +10% | +$2.48M | 0.34% | 78 |
|
|
2025
Q1 | $25.2M | Buy |
+546,111
| New | +$22.8M | 0.37% | 71 |
|
|
2024
Q1 | – | Sell |
-9,020
| Closed | -$324K | – | 444 |
|
|
2023
Q4 | $324K | Hold |
9,020
| – | – | 0.01% | 472 |
|
|
2023
Q3 | $341K | Sell |
9,020
-152,035
| -94% | -$6.19M | 0.01% | 469 |
|
|
2023
Q2 | $6.56M | Buy |
161,055
+1,482
| +0.9% | +$61.3K | 0.14% | 166 |
|
|
2023
Q1 | $6.68M | Buy |
159,573
+1,034
| +0.7% | +$43.1K | 0.19% | 132 |
|
|
2022
Q4 | $6.42M | Buy |
158,539
+582
| +0.4% | +$23K | 0.22% | 133 |
|
|
2022
Q3 | $5.92M | Sell |
157,957
-37,158
| -19% | -$1.64M | 0.21% | 122 |
|
|
2022
Q2 | $8.84M | Hold |
195,115
| – | – | 0.29% | 84 |
|
|
2022
Q1 | $9.29M | Sell |
195,115
-99,197
| -34% | -$4.2M | 0.24% | 103 |
|
|
2021
Q4 | $12.1M | Buy |
294,312
+126,509
| +75% | +$4.76M | 0.58% | 34 |
|
|
2021
Q3 | $5.79M | Buy |
+167,803
| New | +$5.73M | 0.18% | 162 |
|
|
2020
Q3 | – | Sell |
-194,354
| Closed | -$5.03M | – | 506 |
|
|
2020
Q2 | $5.03M | Sell |
194,354
-61,131
| -24% | -$1.62M | 0.17% | 117 |
|
|
2020
Q1 | $6.71M | Buy |
255,485
+209,621
| +457% | +$6.59M | 0.31% | 73 |
|
|
2019
Q4 | $1.49M | Sell |
45,864
-231,869
| -83% | -$7.51M | 0.06% | 297 |
|
|
2019
Q3 | $9.57M | Sell |
277,733
-150,271
| -35% | -$5.05M | 0.38% | 55 |
|
|
2019
Q2 | $14.6M | Buy |
428,004
+12,441
| +3% | +$439K | 0.56% | 36 |
|
|
2019
Q1 | $14.9M | Buy |
415,563
+12,551
| +3% | +$427K | 0.62% | 36 |
|
|
2018
Q4 | $13M | Buy |
403,012
+5,057
| +1% | +$162K | 0.6% | 39 |
|
|
2018
Q3 | $12.4M | Sell |
397,955
-26,091
| -6% | -$803K | 0.47% | 49 |
|
|
2018
Q2 | $12.9M | Buy |
424,046
+54,498
| +15% | +$1.56M | 0.45% | 49 |
|
|
2018
Q1 | $10.3M | Hold |
369,548
| – | – | 0.35% | 72 |
|
|
2017
Q4 | $10.4M | Buy |
369,548
+165,431
| +81% | +$4.75M | 0.35% | 67 |
|
|
2017
Q3 | $5.48M | Buy |
204,117
+28,280
| +16% | +$756K | 0.31% | 80 |
|
|
2017
Q2 | $4.52M | Sell |
175,837
-99,356
| -36% | -$2.53M | 0.27% | 91 |
|
|
2017
Q1 | $7.06M | Buy |
+275,193
| New | +$7.01M | 0.33% | 71 |
|
Other funds holding EXC
Achmea Investment Management's EXC Position: Q2 2026 in Review
Achmea Investment Management reduced its Exelon (EXC) stake by 5.3% in Q2 2026, selling an estimated $1.41M and leaving 549,029 shares worth $25.6M. The position accounts for 0.64% of the portfolio, ranked #47.
Achmea Investment Management first reported a position in EXC in Q1 2017 and has held it in 30 quarters since. The position peaked at $28.4M in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.
- Achmea Investment Management held 549,029 shares of Exelon worth $25.6M as of Q2 2026.
- Achmea Investment Management sold 30,490 Exelon shares in Q2 2026, an estimated $1.41M.
- Exelon made up 0.64% of Achmea Investment Management's portfolio in Q2 2026, its #47 holding.
- Achmea Investment Management first reported a position in Exelon in Q1 2017 and has held it in 30 quarters since.
- Achmea Investment Management's Exelon position peaked at $28.4M in Q1 2026.
- 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.
Based on Achmea Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.