Beese Fulmer Investment Management’s Exelon EXC Stock Holding History

Beese Fulmer 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	–	Sell	-4,382	Closed	-$215K	–	441
2026 Q1	$215K	Sell	4,382 -4,685	-52%	-$218K	0.01%	400
2025 Q4	$395K	Buy	+9,067	New	+$414K	0.03%	237
2020 Q3	–	Sell	-2,943	Closed	-$76K	–	307
2020 Q2	$76K	Buy	+2,943	New	+$78.1K	0.01%	272

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

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

MMA

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Beese Fulmer Investment Management's EXC Position: Q2 2026 in Review

Beese Fulmer Investment Management sold out of Exelon (EXC) in Q2 2026, closing a stake of 4,382 shares — an estimated $215K sold.

Beese Fulmer Investment Management first reported a position in EXC in Q2 2020 and held it in 3 quarters. The position peaked at $395K in Q4 2025. 481 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Beese Fulmer Investment Management reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
Beese Fulmer Investment Management sold 4,382 Exelon shares in Q2 2026, an estimated $215K.
Beese Fulmer Investment Management first reported a position in Exelon in Q2 2020 and held it in 3 quarters.
Beese Fulmer Investment Management's Exelon position peaked at $395K in Q4 2025.
481 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.