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Apella Capital’s Exelon EXC Stock Holding History

Apella Capital’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 		$282K Buy
5,925
+286
+5% +$13.2K ﹤0.01% 595
2026
Q1 		$265K Buy
5,639
+1,041
+23% +$48.4K ﹤0.01% 587
2025
Q4 		$200K Buy
+4,598
New +$210K ﹤0.01% 519

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

Apella Capital's EXC Position: Q2 2026 in Review

Apella Capital increased its Exelon (EXC) stake by 5.1% in Q2 2026, buying an estimated $13.2K and bringing the position to 5,925 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Apella Capital first reported a position in EXC in Q4 2025 and has held it in 3 quarters since. 190 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Apella Capital held 5,925 shares of Exelon worth $282K as of Q2 2026.
  • Apella Capital bought 286 Exelon shares in Q2 2026, an estimated $13.2K.
  • Exelon made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #595 holding.
  • Apella Capital first reported a position in Exelon in Q4 2025 and has held it in 3 quarters since.
  • 190 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

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