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ALPS Advisors’s Exelon EXC Stock Holding History

ALPS 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 		$4.06M Buy
87,048
+59,842
+220% +$2.77M 0.02% 332
2026
Q1 		$1.33M Buy
27,206
+772
+3% +$35.9K 0.01% 513
2025
Q4 		$1.15M Sell
26,434
-559,165
-95% -$25.5M 0.01% 519
2025
Q3 		$26.4M Buy
585,599
+32,199
+6% +$1.41M 0.15% 75
2025
Q2 		$24M Buy
553,400
+6,719
+1% +$299K 0.14% 84
2025
Q1 		$25.2M Sell
546,681
-110,378
-17% -$4.61M 0.15% 72
2024
Q4 		$24.7M Buy
+657,059
New +$25.5M 0.16% 70
2020
Q2 		– Sell
-45,367
Closed -$1.19M – 796
2020
Q1 		$1.19M Buy
45,367
+24,355
+116% +$766K 0.02% 257
2019
Q4 		$683K Sell
21,012
-1,480
-7% -$47.9K 0.01% 465
2019
Q3 		$775K Sell
22,492
-4,576
-17% -$154K 0.01% 354
2019
Q2 		$926K Sell
27,068
-2,124
-7% -$75K 0.01% 345
2019
Q1 		$1.04M Buy
+29,192
New +$994K 0.01% 318
2018
Q3 		– Sell
-30,321
Closed -$921K – 997
2018
Q2 		$921K Buy
+30,321
New +$868K 0.01% 350
2014
Q4 		– Sell
-730,835
Closed -$17.8M – 593
2014
Q3 		$17.8M Buy
730,835
+158,023
+28% +$3.7M 0.14% 48
2014
Q2 		$14.9M Buy
572,812
+64,860
+13% +$1.65M 0.13% 60
2014
Q1 		$12.2M Buy
507,952
+5,467
+1% +$115K 0.12% 58
2013
Q4 		$10.4M Buy
502,485
+135,622
+37% +$2.73M 0.11% 60
2013
Q3 		$7.76M Buy
366,863
+108,364
+42% +$2.37M 0.09% 86
2013
Q2 		$5.69M Buy
+258,499
New +$6.27M 0.07% 59

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ALPS Advisors's EXC Position: Q2 2026 in Review

ALPS Advisors increased its Exelon (EXC) stake by 220% in Q2 2026, buying an estimated $2.77M and bringing the position to 87,048 shares worth $4.06M. The position accounts for 0.02% of the portfolio, ranked #332.

ALPS Advisors first reported a position in EXC in Q2 2013 and has held it in 19 quarters since. The position peaked at $26.4M in Q3 2025. 758 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • ALPS Advisors held 87,048 shares of Exelon worth $4.06M as of Q2 2026.
  • ALPS Advisors bought 59,842 Exelon shares in Q2 2026, an estimated $2.77M.
  • Exelon made up 0.02% of ALPS Advisors's portfolio in Q2 2026, its #332 holding.
  • ALPS Advisors first reported a position in Exelon in Q2 2013 and has held it in 19 quarters since.
  • ALPS Advisors's Exelon position peaked at $26.4M in Q3 2025.
  • 758 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.