Atlantic Union Bankshares’s Exelon EXC Stock Holding History

Atlantic Union Bankshares’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	$160K	Sell	3,424 -545	-14%	-$25.2K	﹤0.01%	671
2026 Q1	$195K	Sell	3,969 -572	-13%	-$26.6K	﹤0.01%	588
2025 Q4	$198K	Sell	4,541 -75	-2%	-$3.42K	﹤0.01%	589
2025 Q3	$208K	Buy	4,616 +3,205	+227%	+$141K	﹤0.01%	588
2025 Q2	$61.3K	Buy	+1,411	New	+$62.8K	﹤0.01%	635
2019 Q4	–	Sell	-5,849	Closed	-$202K	–	248
2019 Q3	$202K	Hold	5,849	–	–	0.03%	239
2019 Q2	$200K	Sell	5,849 -1,174	-17%	-$41.4K	0.03%	246
2019 Q1	$251K	Hold	7,023	–	–	0.07%	119
2018 Q4	$226K	Sell	7,023 -105	-1%	-$3.36K	0.07%	116
2018 Q3	$222K	Buy	+7,128	New	+$219K	0.07%	121
2014 Q2	–	Sell	-969	Closed	-$21K	–	158
2014 Q1	$21K	Buy	+969	New	+$20.4K	0.01%	166

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Atlantic Union Bankshares's EXC Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its Exelon (EXC) stake by 14% in Q2 2026, selling an estimated $25.2K and leaving 3,424 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Atlantic Union Bankshares first reported a position in EXC in Q1 2014 and has held it in 11 quarters since. The position peaked at $251K in Q1 2019. 1,291 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Atlantic Union Bankshares held 3,424 shares of Exelon worth $160K as of Q2 2026.
Atlantic Union Bankshares sold 545 Exelon shares in Q2 2026, an estimated $25.2K.
Exelon made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #671 holding.
Atlantic Union Bankshares first reported a position in Exelon in Q1 2014 and has held it in 11 quarters since.
Atlantic Union Bankshares's Exelon position peaked at $251K in Q1 2019.
1,291 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.