Belpointe Asset Management’s Exelon EXC Stock Holding History

Belpointe Asset 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	$241K	Buy	5,161 +1	+0%	+$46	0.01%	981
2026 Q1	$253K	Sell	5,160 -15	-0.3%	-$698	0.01%	921
2025 Q4	$226K	Buy	+5,175	New	+$236K	0.01%	933
2023 Q2	–	Sell	-8,453	Closed	-$354K	–	1442
2023 Q1	$354K	Buy	8,453 +60	+0.7%	+$2.5K	0.02%	681
2022 Q4	$363K	Buy	8,393 +1,180	+16%	+$46.6K	0.02%	657
2022 Q3	$270K	Buy	7,213 +4,488	+165%	+$198K	0.02%	724
2022 Q2	$123K	Sell	2,725 -258	-9%	-$12.1K	0.01%	1022
2022 Q1	$141K	Sell	2,983 -5,543	-65%	-$235K	0.01%	1068
2021 Q4	$351K	Sell	8,526 -385	-4%	-$14.5K	0.02%	642
2021 Q3	$307K	Sell	8,911 -415	-4%	-$14.2K	0.02%	672
2021 Q2	$295K	Buy	+9,326	New	+$300K	0.02%	676
2020 Q1	–	Sell	-3,296	Closed	-$107K	–	671
2019 Q4	$107K	Sell	3,296 -1,359	-29%	-$44K	0.01%	758
2019 Q3	$160K	Buy	+4,655	New	+$156K	0.03%	529

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

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Belpointe Asset Management's EXC Position: Q2 2026 in Review

Belpointe Asset Management increased its Exelon (EXC) stake by 0.02% in Q2 2026, buying an estimated $46 and bringing the position to 5,161 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #981.

Belpointe Asset Management first reported a position in EXC in Q3 2019 and has held it in 13 quarters since. The position peaked at $363K in Q4 2022. 537 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Belpointe Asset Management held 5,161 shares of Exelon worth $241K as of Q2 2026.
Belpointe Asset Management bought 1 Exelon share in Q2 2026, an estimated $46.
Exelon made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #981 holding.
Belpointe Asset Management first reported a position in Exelon in Q3 2019 and has held it in 13 quarters since.
Belpointe Asset Management's Exelon position peaked at $363K in Q4 2022.
537 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.