Atwood & Palmer’s Exelon EXC Stock Holding History

Atwood & Palmer’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	$2.15K	Hold	46	–	–	﹤0.01%	437
2026 Q1	$2.25K	Hold	46	–	–	﹤0.01%	436
2025 Q4	$2.01K	Hold	46	–	–	﹤0.01%	447
2025 Q3	$2.07K	Hold	46	–	–	﹤0.01%	446
2025 Q2	$2K	Hold	46	–	–	﹤0.01%	470
2025 Q1	$2.12K	Sell	46 -200	-81%	-$8.36K	﹤0.01%	395
2024 Q4	$9.26K	Hold	246	–	–	﹤0.01%	345
2024 Q3	$9.98K	Hold	246	–	–	﹤0.01%	337
2024 Q2	$8.52K	Hold	246	–	–	﹤0.01%	343
2024 Q1	$9.24K	Hold	246	–	–	﹤0.01%	309
2023 Q4	$8.83K	Hold	246	–	–	﹤0.01%	316
2023 Q3	$9.3K	Hold	246	–	–	﹤0.01%	311
2023 Q2	$10K	Buy	246 +46	+23%	+$1.9K	﹤0.01%	314
2023 Q1	$8.38K	Hold	200	–	–	﹤0.01%	308
2022 Q4	$8.65K	Hold	200	–	–	﹤0.01%	326
2022 Q3	$7K	Hold	200	–	–	﹤0.01%	318
2022 Q2	$9K	Hold	200	–	–	﹤0.01%	330
2022 Q1	$10K	Sell	200 -80	-29%	-$3.39K	﹤0.01%	364
2021 Q4	$12K	Hold	280	–	–	﹤0.01%	362
2021 Q3	$10K	Hold	280	–	–	﹤0.01%	353
2021 Q2	$9K	Hold	280	–	–	﹤0.01%	337
2021 Q1	$9K	Hold	280	–	–	﹤0.01%	353
2020 Q4	$8K	Hold	280	–	–	﹤0.01%	323
2020 Q3	$7K	Hold	280	–	–	﹤0.01%	279
2020 Q2	$7K	Hold	280	–	–	﹤0.01%	276
2020 Q1	$7K	Hold	280	–	–	﹤0.01%	268
2019 Q4	$9K	Hold	280	–	–	﹤0.01%	249
2019 Q3	$10K	Hold	280	–	–	﹤0.01%	252
2019 Q2	$10K	Hold	280	–	–	﹤0.01%	246
2019 Q1	$10K	Hold	280	–	–	﹤0.01%	254
2018 Q4	$9K	Hold	280	–	–	﹤0.01%	254
2018 Q3	$9K	Hold	280	–	–	﹤0.01%	261
2018 Q2	$9K	Hold	280	–	–	﹤0.01%	262
2018 Q1	$8K	Hold	280	–	–	﹤0.01%	258
2017 Q4	$8K	Hold	280	–	–	﹤0.01%	256
2017 Q3	$8K	Hold	280	–	–	﹤0.01%	261
2017 Q2	$7K	Hold	280	–	–	﹤0.01%	268
2017 Q1	$7K	Hold	280	–	–	﹤0.01%	254
2016 Q4	$7K	Hold	280	–	–	﹤0.01%	279
2016 Q3	$7K	Hold	280	–	–	﹤0.01%	274
2016 Q2	$7K	Hold	280	–	–	﹤0.01%	268
2016 Q1	$7K	Hold	280	–	–	﹤0.01%	271
2015 Q4	$6K	Hold	280	–	–	﹤0.01%	347
2015 Q3	$6K	Hold	280	–	–	﹤0.01%	371
2015 Q2	$6K	Hold	280	–	–	﹤0.01%	319
2015 Q1	$7K	Hold	280	–	–	﹤0.01%	286
2014 Q4	$8K	Buy	+280	New	+$7.18K	﹤0.01%	315

Other funds holding EXC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Atwood & Palmer's EXC Position: Q2 2026 in Review

Atwood & Palmer held its Exelon (EXC) position steady in Q2 2026 at 46 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Atwood & Palmer first reported a position in EXC in Q4 2014 and has held it in 47 quarters since. The position peaked at $12K in Q4 2021. 363 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Atwood & Palmer held 46 shares of Exelon worth $2.15K as of Q2 2026.
Atwood & Palmer left its Exelon share count unchanged in Q2 2026.
Exelon made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #437 holding.
Atwood & Palmer first reported a position in Exelon in Q4 2014 and has held it in 47 quarters since.
Atwood & Palmer's Exelon position peaked at $12K in Q4 2021.
363 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.