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Bravera Wealth’s Exelon EXC Stock Holding History

Bravera Wealth’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 		$13.8K Hold
295
– – 0.01% 255
2026
Q1 		$14.5K Buy
295
+225
+321% +$10.5K 0.01% 269
2025
Q4 		$3.05K Buy
+70
New +$3.19K ﹤0.01% 418

Other funds holding EXC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Bravera Wealth's EXC Position: Q2 2026 in Review

Bravera Wealth held its Exelon (EXC) position steady in Q2 2026 at 295 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #255.

Bravera Wealth first reported a position in EXC in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.5K in Q1 2026. 363 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Bravera Wealth held 295 shares of Exelon worth $13.8K as of Q2 2026.
  • Bravera Wealth left its Exelon share count unchanged in Q2 2026.
  • Exelon made up 0.01% of Bravera Wealth's portfolio in Q2 2026, its #255 holding.
  • Bravera Wealth first reported a position in Exelon in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's Exelon position peaked at $14.5K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.