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Ares Financial Consulting’s Exelon EXC Stock Holding History

Ares Financial Consulting’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 		$12.2K Hold
262
– – 0.01% 530
2026
Q1 		$12.8K Hold
262
– – 0.01% 496
2025
Q4 		$11.4K Buy
+262
New +$12K 0.01% 333

Other funds holding EXC

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Ares Financial Consulting's EXC Position: Q2 2026 in Review

Ares Financial Consulting held its Exelon (EXC) position steady in Q2 2026 at 262 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #530.

Ares Financial Consulting first reported a position in EXC in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.8K in Q1 2026. 703 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Ares Financial Consulting held 262 shares of Exelon worth $12.2K as of Q2 2026.
  • Ares Financial Consulting left its Exelon share count unchanged in Q2 2026.
  • Exelon made up 0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #530 holding.
  • Ares Financial Consulting first reported a position in Exelon in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Exelon position peaked at $12.8K in Q1 2026.
  • 703 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.