Aull & Monroe Investment Management’s Exelon EXC Stock Holding History

Aull & Monroe Investment 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	$395K	Sell	8,479 -131	-2%	-$6.06K	0.17%	95
2026 Q1	$422K	Hold	8,610	–	–	0.2%	89
2025 Q4	$375K	Hold	8,610	–	–	0.19%	85
2025 Q3	$388K	Sell	8,610 -100	-1%	-$4.39K	0.2%	86
2025 Q2	$378K	Sell	8,710 -374	-4%	-$16.7K	0.2%	90
2025 Q1	$419K	Sell	9,084 -100	-1%	-$4.18K	0.21%	87
2024 Q4	$346K	Hold	9,184	–	–	0.18%	100
2024 Q3	$372K	Hold	9,184	–	–	0.17%	99
2024 Q2	$318K	Hold	9,184	–	–	0.16%	102
2024 Q1	$345K	Sell	9,184 -130	-1%	-$4.64K	0.16%	100
2023 Q4	$334K	Hold	9,314	–	–	0.17%	101
2023 Q3	$352K	Hold	9,314	–	–	0.18%	93
2023 Q2	$379K	Hold	9,314	–	–	0.19%	94
2023 Q1	$390K	Sell	9,314 -390	-4%	-$16.3K	0.2%	92
2022 Q4	$420K	Hold	9,704	–	–	0.21%	86
2022 Q3	$364K	Sell	9,704 -100	-1%	-$4.42K	0.2%	91
2022 Q2	$444K	Sell	9,804 -199	-2%	-$9.36K	0.22%	91
2022 Q1	$476K	Sell	10,003 -4,021	-29%	-$170K	0.21%	91
2021 Q4	$578K	Hold	14,024	–	–	0.26%	82
2021 Q3	$484K	Hold	14,024	–	–	0.24%	88
2021 Q2	$443K	Hold	14,024	–	–	0.21%	94
2021 Q1	$438K	Buy	14,024 +1,936	+16%	+$58.2K	0.21%	91
2020 Q4	$364K	Hold	12,088	–	–	0.19%	98
2020 Q3	$308K	Buy	12,088 +3,435	+40%	+$91.1K	0.18%	101
2020 Q2	$224K	Sell	8,653 -1,122	-11%	-$29.8K	0.14%	117
2020 Q1	$257K	Sell	9,775 -353	-3%	-$11.1K	0.17%	102
2019 Q4	$329K	Hold	10,128	–	–	0.17%	103
2019 Q3	$349K	Hold	10,128	–	–	0.18%	101
2019 Q2	$346K	Sell	10,128 -140	-1%	-$4.94K	0.18%	99
2019 Q1	$367K	Sell	10,268 -1,402	-12%	-$47.7K	0.2%	94
2018 Q4	$375K	Sell	11,670 -1,141	-9%	-$36.5K	0.21%	92
2018 Q3	$399K	Hold	12,811	–	–	0.19%	96
2018 Q2	$389K	Hold	12,811	–	–	0.2%	95
2018 Q1	$357K	Hold	12,811	–	–	0.19%	100
2017 Q4	$360K	Hold	12,811	–	–	0.18%	96
2017 Q3	$344K	Sell	12,811 -281	-2%	-$7.52K	0.18%	101
2017 Q2	$337K	Hold	13,092	–	–	0.18%	103
2017 Q1	$336K	Hold	13,092	–	–	0.18%	103
2016 Q4	$331K	Hold	13,092	–	–	0.19%	98
2016 Q3	$311K	Hold	13,092	–	–	0.18%	101
2016 Q2	$340K	Sell	13,092 -758	-5%	-$18.8K	0.2%	93
2016 Q1	$354K	Sell	13,850 -875	-6%	-$19.6K	0.21%	91
2015 Q4	$292K	Hold	14,725	–	–	0.18%	100
2015 Q3	$312K	Sell	14,725 -1,237	-8%	-$27.8K	0.2%	95
2015 Q2	$364K	Buy	15,962 +485	+3%	+$11.6K	0.21%	92
2015 Q1	$371K	Sell	15,477 -130	-0.8%	-$3.22K	0.21%	91
2014 Q4	$413K	Sell	15,607 -2,103	-12%	-$54K	0.22%	89
2014 Q3	$431K	Sell	17,710 -3	-0%	-$70	0.23%	90
2014 Q2	$461K	Buy	17,713 +735	+4%	+$18.7K	0.25%	88
2014 Q1	$406K	Hold	16,978	–	–	0.23%	86
2013 Q4	$332K	Hold	16,978	–	–	0.19%	92
2013 Q3	$359K	Hold	16,978	–	–	0.23%	88
2013 Q2	$374K	Buy	+16,978	New	+$412K	0.25%	83

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

Aull & Monroe Investment Management's EXC Position: Q2 2026 in Review

Aull & Monroe Investment Management reduced its Exelon (EXC) stake by 1.5% in Q2 2026, selling an estimated $6.06K and leaving 8,479 shares worth $395K. The position accounts for 0.17% of the portfolio, ranked #95.

Aull & Monroe Investment Management first reported a position in EXC in Q2 2013 and has held it in 53 quarters since. The position peaked at $578K in Q4 2021. 363 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Aull & Monroe Investment Management held 8,479 shares of Exelon worth $395K as of Q2 2026.
Aull & Monroe Investment Management sold 131 Exelon shares in Q2 2026, an estimated $6.06K.
Exelon made up 0.17% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #95 holding.
Aull & Monroe Investment Management first reported a position in Exelon in Q2 2013 and has held it in 53 quarters since.
Aull & Monroe Investment Management's Exelon position peaked at $578K in Q4 2021.
363 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.