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Birch Financial Group’s Exelon EXC Stock Holding History

Birch 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 		$399K Buy
8,555
+243
+3% +$11.2K 0.21% 88
2026
Q1 		$407K Buy
8,312
+1,169
+16% +$54.4K 0.24% 83
2025
Q4 		$311K Buy
+7,143
New +$326K 0.18% 100

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

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

Birch Financial Group increased its Exelon (EXC) stake by 2.9% in Q2 2026, buying an estimated $11.2K and bringing the position to 8,555 shares worth $399K. The position accounts for 0.21% of the portfolio, ranked #88.

Birch Financial Group first reported a position in EXC in Q4 2025 and has held it in 3 quarters since. The position peaked at $407K in Q1 2026. 758 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Birch Financial Group held 8,555 shares of Exelon worth $399K as of Q2 2026.
  • Birch Financial Group bought 243 Exelon shares in Q2 2026, an estimated $11.2K.
  • Exelon made up 0.21% of Birch Financial Group's portfolio in Q2 2026, its #88 holding.
  • Birch Financial Group first reported a position in Exelon in Q4 2025 and has held it in 3 quarters since.
  • Birch Financial Group's Exelon position peaked at $407K in Q1 2026.
  • 758 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.