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B. Metzler seel. Sohn & Co’s Exelon EXC Stock Holding History

B. Metzler seel. Sohn & Co’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 		$9.7M Sell
208,019
-631
-0.3% -$29.2K 0.08% 132
2026
Q1 		$10.2M Sell
208,650
-6,742
-3% -$314K 0.09% 122
2025
Q4 		$9.39M Buy
215,392
+45,723
+27% +$2.09M 0.08% 126
2025
Q3 		$7.64M Sell
169,669
-6,835
-4% -$300K 0.07% 140
2025
Q2 		$7.66M Buy
176,504
+1,462
+0.8% +$65.1K 0.07% 134
2025
Q1 		$8.07M Sell
175,042
-441
-0.3% -$18.4K 0.08% 122
2024
Q4 		$6.61M Sell
175,483
-16,312
-9% -$633K 0.07% 136
2024
Q3 		$7.78M Sell
191,795
-52,872
-22% -$1.99M 0.08% 131
2024
Q2 		$8.47M Buy
244,667
+3,347
+1% +$124K 0.08% 116
2024
Q1 		$9.06M Buy
241,320
+29,385
+14% +$1.05M 0.1% 112
2023
Q4 		$7.61M Buy
211,935
+36,886
+21% +$1.42M 0.1% 122
2023
Q3 		$6.62M Buy
175,049
+84,338
+93% +$3.44M 0.1% 125
2023
Q2 		$3.69M Sell
90,711
-6,349
-7% -$262K 0.05% 257
2023
Q1 		$4.07M Sell
97,060
-25,240
-21% -$1.05M 0.06% 183
2022
Q4 		$5.29M Sell
122,300
-242
-0.2% -$9.56K 0.09% 149
2022
Q3 		$4.59M Buy
122,542
+7,722
+7% +$341K 0.08% 162
2022
Q2 		$5.2M Buy
114,820
+21,940
+24% +$1.03M 0.09% 159
2022
Q1 		$4.42M Sell
92,880
-24,619
-21% -$1.04M 0.06% 196
2021
Q4 		$4.81M Buy
117,499
+31,713
+37% +$1.19M 0.06% 192
2021
Q3 		$2.96M Sell
85,786
-1,472
-2% -$50.3K 0.04% 242
2021
Q2 		$2.76M Buy
87,258
+2,510
+3% +$80.8K 0.04% 245
2021
Q1 		$2.65M Hold
84,748
– – 0.04% 244
2020
Q4 		$2.54M Buy
+84,748
New +$2.5M 0.05% 225

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

B. Metzler seel. Sohn & Co's EXC Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co reduced its Exelon (EXC) stake by 0.3% in Q2 2026, selling an estimated $29.2K and leaving 208,019 shares worth $9.7M. The position accounts for 0.08% of the portfolio, ranked #132.

B. Metzler seel. Sohn & Co first reported a position in EXC in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.2M in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • B. Metzler seel. Sohn & Co held 208,019 shares of Exelon worth $9.7M as of Q2 2026.
  • B. Metzler seel. Sohn & Co sold 631 Exelon shares in Q2 2026, an estimated $29.2K.
  • Exelon made up 0.08% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #132 holding.
  • B. Metzler seel. Sohn & Co first reported a position in Exelon in Q4 2020 and has held it in 23 quarters since.
  • B. Metzler seel. Sohn & Co's Exelon position peaked at $10.2M in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.