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Arvest Investments’s Exelon EXC Stock Holding History

Arvest Investments’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 		$499K Sell
10,714
-290
-3% -$13.4K 0.06% 140
2026
Q1 		$539K Sell
11,004
-263
-2% -$12.2K 0.07% 134
2025
Q4 		$491K Sell
11,267
-815
-7% -$37.2K 0.07% 134
2025
Q3 		$544K Buy
+12,082
New +$531K 0.08% 135

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

Arvest Investments's EXC Position: Q2 2026 in Review

Arvest Investments reduced its Exelon (EXC) stake by 2.6% in Q2 2026, selling an estimated $13.4K and leaving 10,714 shares worth $499K. The position accounts for 0.06% of the portfolio, ranked #140.

Arvest Investments first reported a position in EXC in Q3 2025 and has held it in 4 quarters since. The position peaked at $544K in Q3 2025. 537 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Arvest Investments held 10,714 shares of Exelon worth $499K as of Q2 2026.
  • Arvest Investments sold 290 Exelon shares in Q2 2026, an estimated $13.4K.
  • Exelon made up 0.06% of Arvest Investments's portfolio in Q2 2026, its #140 holding.
  • Arvest Investments first reported a position in Exelon in Q3 2025 and has held it in 4 quarters since.
  • Arvest Investments's Exelon position peaked at $544K in Q3 2025.
  • 537 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.