Birchbrook’s Exelon EXC Stock Holding History

Birchbrook’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	$9.79K	Hold	210	–	–	﹤0.01%	206
2026 Q1	$10.3K	Hold	210	–	–	0.01%	193
2025 Q4	$9.15K	Hold	210	–	–	﹤0.01%	206
2025 Q3	$9.45K	Hold	210	–	–	﹤0.01%	194
2025 Q2	$9.12K	Hold	210	–	–	﹤0.01%	195
2025 Q1	$9.68K	Hold	210	–	–	0.01%	188
2024 Q4	$7.91K	Buy	+210	New	+$8.15K	﹤0.01%	212

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

Birchbrook's EXC Position: Q2 2026 in Review

Birchbrook held its Exelon (EXC) position steady in Q2 2026 at 210 shares worth $9.79K. The position accounts for ﹤0.01% of the portfolio, ranked #206.

Birchbrook first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.3K in Q1 2026. 537 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Birchbrook held 210 shares of Exelon worth $9.79K as of Q2 2026.
Birchbrook left its Exelon share count unchanged in Q2 2026.
Exelon made up ﹤0.01% of Birchbrook's portfolio in Q2 2026, its #206 holding.
Birchbrook first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
Birchbrook's Exelon position peaked at $10.3K in Q1 2026.
537 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.