AWM
EXC icon

Aprio Wealth Management’s Exelon EXC Stock Holding History

Aprio Wealth 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 		$322K Sell
6,906
-786
-10% -$36.4K 0.02% 489
2026
Q1 		$377K Buy
7,692
+2,140
+39% +$99.5K 0.02% 431
2025
Q4 		$242K Buy
5,552
+591
+12% +$27K 0.01% 483
2025
Q3 		$223K Buy
+4,961
New +$218K 0.02% 400

Other funds holding EXC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Aprio Wealth Management's EXC Position: Q2 2026 in Review

Aprio Wealth Management reduced its Exelon (EXC) stake by 10% in Q2 2026, selling an estimated $36.4K and leaving 6,906 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #489.

Aprio Wealth Management first reported a position in EXC in Q3 2025 and has held it in 4 quarters since. The position peaked at $377K in Q1 2026. 537 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Aprio Wealth Management held 6,906 shares of Exelon worth $322K as of Q2 2026.
  • Aprio Wealth Management sold 786 Exelon shares in Q2 2026, an estimated $36.4K.
  • Exelon made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #489 holding.
  • Aprio Wealth Management first reported a position in Exelon in Q3 2025 and has held it in 4 quarters since.
  • Aprio Wealth Management's Exelon position peaked at $377K in Q1 2026.
  • 537 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.