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Bleakley Financial Group’s Exelon EXC Stock Holding History

Bleakley 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 		$949K Buy
20,361
+1,683
+9% +$77.9K 0.01% 667
2026
Q1 		$916K Sell
18,678
-929
-5% -$43.2K 0.01% 537
2025
Q4 		$855K Buy
19,607
+3,256
+20% +$149K 0.01% 507
2025
Q3 		$736K Buy
16,351
+2,455
+18% +$108K 0.02% 462
2025
Q2 		$603K Buy
13,896
+1,869
+16% +$83.2K 0.02% 462
2025
Q1 		$554K Buy
12,027
+2,480
+26% +$104K 0.02% 420
2024
Q4 		$359K Sell
9,547
-1,087
-10% -$42.2K 0.01% 725
2024
Q3 		$431K Buy
10,634
+362
+4% +$13.6K 0.01% 637
2024
Q2 		$356K Sell
10,272
-463
-4% -$17.1K 0.01% 711
2024
Q1 		$403K Buy
10,735
+249
+2% +$8.9K 0.01% 677
2023
Q4 		$376K Sell
10,486
-1,340
-11% -$51.6K 0.01% 663
2023
Q3 		$447K Sell
11,826
-2,346
-17% -$95.6K 0.02% 572
2023
Q2 		$577K Buy
14,172
+713
+5% +$29.5K 0.02% 549
2023
Q1 		$564K Buy
13,459
+2,023
+18% +$84.3K 0.02% 539
2022
Q4 		$494K Buy
+11,436
New +$452K 0.02% 558

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

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

Bleakley Financial Group increased its Exelon (EXC) stake by 9% in Q2 2026, buying an estimated $77.9K and bringing the position to 20,361 shares worth $949K. The position accounts for 0.01% of the portfolio, ranked #667.

Bleakley Financial Group first reported a position in EXC in Q4 2022 and has held it in 15 quarters since. 758 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Bleakley Financial Group held 20,361 shares of Exelon worth $949K as of Q2 2026.
  • Bleakley Financial Group bought 1,683 Exelon shares in Q2 2026, an estimated $77.9K.
  • Exelon made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #667 holding.
  • Bleakley Financial Group first reported a position in Exelon in Q4 2022 and has held it in 15 quarters since.
  • 758 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.