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Avantax Planning Partners’s Exelon EXC Stock Holding History

Avantax Planning Partners’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
2017
Q1 		– Sell
-169,642
Closed -$156K – 338
2016
Q4 		$156K Buy
+169,642
New +$4.02M 0.02% 304

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
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Avantax Planning Partners's EXC Position: Q2 2026 in Review

Avantax Planning Partners reduced its Exelon (EXC) stake by 4.4% in Q2 2026, selling an estimated $11.8K and leaving 5,550 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #390.

Avantax Planning Partners first reported a position in EXC in Q4 2016 and has held it in 32 quarters since. The position peaked at $520K in Q3 2017. 506 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Avantax Planning Partners held 5,550 shares of Exelon worth $259K as of Q2 2026.
  • Avantax Planning Partners sold 255 Exelon shares in Q2 2026, an estimated $11.8K.
  • Exelon made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #390 holding.
  • Avantax Planning Partners first reported a position in Exelon in Q4 2016 and has held it in 32 quarters since.
  • Avantax Planning Partners's Exelon position peaked at $520K in Q3 2017.
  • 506 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.