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BFSG LLC’s Exelon EXC Stock Holding History

BFSG LLC’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 		$2.78M Buy
59,529
+58,988
+10,904% +$2.73M 0.25% 116
2026
Q1 		$26.5K Hold
541
– – ﹤0.01% 470
2025
Q4 		$23.6K Buy
541
+83
+18% +$3.79K ﹤0.01% 469
2025
Q3 		$20.6K Hold
458
– – ﹤0.01% 474
2025
Q2 		$19.9K Hold
458
– – ﹤0.01% 458
2025
Q1 		$21.1K Hold
458
– – ﹤0.01% 442
2024
Q4 		$17.2K Hold
458
– – ﹤0.01% 457
2024
Q3 		$18.6K Hold
458
– – ﹤0.01% 449
2024
Q2 		$15.9K Sell
458
-2,263
-83% -$83.5K ﹤0.01% 438
2024
Q1 		$102K Buy
2,721
+2,263
+494% +$80.9K 0.01% 307
2023
Q4 		$16.4K Buy
+458
New +$17.6K ﹤0.01% 427

Other funds holding EXC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

BFSG LLC's EXC Position: Q2 2026 in Review

BFSG LLC increased its Exelon (EXC) stake by 10,904% in Q2 2026, buying an estimated $2.73M and bringing the position to 59,529 shares worth $2.78M. The position accounts for 0.25% of the portfolio, ranked #116.

BFSG LLC first reported a position in EXC in Q4 2023 and has held it in 11 quarters since. 232 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • BFSG LLC held 59,529 shares of Exelon worth $2.78M as of Q2 2026.
  • BFSG LLC bought 58,988 Exelon shares in Q2 2026, an estimated $2.73M.
  • Exelon made up 0.25% of BFSG LLC's portfolio in Q2 2026, its #116 holding.
  • BFSG LLC first reported a position in Exelon in Q4 2023 and has held it in 11 quarters since.
  • 232 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.