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Affinity Capital Advisors’s Exelon EXC Stock Holding History

Affinity Capital 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 		$250K Buy
+5,311
New +$246K 0.03% 169
2022
Q1 		– Sell
-4,971
Closed -$205K – 119
2021
Q4 		$205K Buy
+4,971
New +$187K 0.06% 119

Other funds holding EXC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Affinity Capital Advisors's EXC Position: Q2 2026 in Review

Affinity Capital Advisors opened a new position in Exelon (EXC) in Q2 2026: 5,311 shares worth $250K. The stake represents 0.03% of the portfolio and ranks #169 among its holdings. This is a return to the name: Affinity Capital Advisors previously reported a position in EXC as recently as Q4 2021.

Affinity Capital Advisors first reported a position in EXC in Q4 2021 and has held it in 2 quarters since. 190 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Affinity Capital Advisors held 5,311 shares of Exelon worth $250K as of Q2 2026.
  • Exelon was a new Affinity Capital Advisors position in Q2 2026.
  • Exelon made up 0.03% of Affinity Capital Advisors's portfolio in Q2 2026, its #169 holding.
  • Affinity Capital Advisors first reported a position in Exelon in Q4 2021 and has held it in 2 quarters since.
  • 190 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.