AIM
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Acropolis Investment Management’s Exelon EXC Stock Holding History

Acropolis 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 		$304K Sell
6,520
-445
-6% -$20.6K 0.01% 245
2026
Q1 		$341K Buy
6,965
+2,331
+50% +$108K 0.02% 213
2025
Q4 		$202K Sell
4,634
-193
-4% -$8.81K 0.01% 282
2025
Q3 		$210K Sell
4,827
-27
-0.6% -$1.19K 0.01% 252
2025
Q2 		$211K Sell
4,854
-69
-1% -$3.07K 0.01% 234
2025
Q1 		$227K Sell
4,923
-230
-4% -$9.61K 0.01% 218
2024
Q4 		$194K Sell
5,153
-403
-7% -$15.6K 0.01% 236
2024
Q3 		$225K Sell
5,556
-270
-5% -$10.2K 0.01% 211
2024
Q2 		$202K Sell
5,826
-577
-9% -$21.3K 0.01% 219
2024
Q1 		$241K Sell
6,403
-1,866
-23% -$66.7K 0.02% 206
2023
Q4 		$296K Sell
8,269
-6,377
-44% -$246K 0.02% 182
2023
Q3 		$553K Sell
14,646
-10,807
-42% -$440K 0.04% 126
2023
Q2 		$1.04M Buy
25,453
+652
+3% +$27K 0.08% 93
2023
Q1 		$1.04M Buy
24,801
+2,000
+9% +$83.4K 0.09% 92
2022
Q4 		$986K Buy
22,801
+1,334
+6% +$52.7K 0.09% 86
2022
Q3 		$804K Buy
21,467
+216
+1% +$9.55K 0.08% 95
2022
Q2 		$963K Sell
21,251
-70
-0.3% -$3.29K 0.09% 89
2022
Q1 		$1.02M Sell
21,321
-7,466
-26% -$316K 0.09% 92
2021
Q4 		$1.19M Buy
28,787
+4,263
+17% +$161K 0.11% 78
2021
Q3 		$841K Buy
24,524
+2,643
+12% +$90.3K 0.1% 89
2021
Q2 		$692K Buy
21,881
+1,347
+7% +$43.4K 0.07% 103
2021
Q1 		$641K Buy
20,534
+9,234
+82% +$277K 0.07% 105
2020
Q4 		$340K Buy
+11,300
New +$333K 0.04% 134

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

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

Acropolis Investment Management reduced its Exelon (EXC) stake by 6.4% in Q2 2026, selling an estimated $20.6K and leaving 6,520 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #245.

Acropolis Investment Management first reported a position in EXC in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.19M in Q4 2021. 1,287 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Acropolis Investment Management held 6,520 shares of Exelon worth $304K as of Q2 2026.
  • Acropolis Investment Management sold 445 Exelon shares in Q2 2026, an estimated $20.6K.
  • Exelon made up 0.01% of Acropolis Investment Management's portfolio in Q2 2026, its #245 holding.
  • Acropolis Investment Management first reported a position in Exelon in Q4 2020 and has held it in 23 quarters since.
  • Acropolis Investment Management's Exelon position peaked at $1.19M in Q4 2021.
  • 1,287 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Acropolis Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.