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Berger Financial Group’s Exelon EXC Stock Holding History

Berger Financial Group’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 		$329K Buy
7,064
+15
+0.2% +$694 0.02% 364
2026
Q1 		$346K Buy
7,049
+1
+0% +$47 0.02% 346
2025
Q4 		$307K Sell
7,048
-16
-0.2% -$730 0.02% 367
2025
Q3 		$318K Sell
7,064
-50
-0.7% -$2.2K 0.02% 346
2025
Q2 		$309K Buy
7,114
+21
+0.3% +$935 0.02% 331
2025
Q1 		$327K Sell
7,093
-39
-0.5% -$1.63K 0.02% 320
2024
Q4 		$268K Buy
+7,132
New +$277K 0.02% 339

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Berger Financial Group's EXC Position: Q2 2026 in Review

Berger Financial Group increased its Exelon (EXC) stake by 0.21% in Q2 2026, buying an estimated $694 and bringing the position to 7,064 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #364.

Berger Financial Group first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $346K in Q1 2026. 818 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Berger Financial Group held 7,064 shares of Exelon worth $329K as of Q2 2026.
  • Berger Financial Group bought 15 Exelon shares in Q2 2026, an estimated $694.
  • Exelon made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #364 holding.
  • Berger Financial Group first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
  • Berger Financial Group's Exelon position peaked at $346K in Q1 2026.
  • 818 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.