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CBIZ Investment Advisory Services’s Exelon EXC Stock Holding History

CBIZ Investment Advisory Services’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 		$10.7K Hold
218
– – ﹤0.01% 162
2026
Q1 		$10.7K Sell
218
-190
-47% -$8.84K ﹤0.01% 162
2025
Q4 		$17.8K Sell
408
-12
-3% -$548 ﹤0.01% 283
2025
Q3 		$18.9K Sell
420
-875
-68% -$38.4K ﹤0.01% 256
2025
Q2 		$56.2K Buy
1,295
+773
+148% +$34.4K ﹤0.01% 121
2025
Q1 		$24K Buy
522
+87
+20% +$3.64K ﹤0.01% 207
2024
Q4 		$16.4K Buy
435
+1
+0.2% +$39 ﹤0.01% 240
2024
Q3 		$17.6K Hold
434
– – ﹤0.01% 211
2024
Q2 		$15K Buy
434
+1
+0.2% +$37 ﹤0.01% 209
2024
Q1 		$16.3K Buy
+433
New +$15.5K ﹤0.01% 211

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

CBIZ Investment Advisory Services's EXC Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Exelon (EXC) position steady in Q2 2026 at 218 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #162.

CBIZ Investment Advisory Services first reported a position in EXC in Q1 2024 and has held it in 10 quarters since. The position peaked at $56.2K in Q2 2025. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • CBIZ Investment Advisory Services held 218 shares of Exelon worth $10.7K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Exelon share count unchanged in Q2 2026.
  • Exelon made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #162 holding.
  • CBIZ Investment Advisory Services first reported a position in Exelon in Q1 2024 and has held it in 10 quarters since.
  • CBIZ Investment Advisory Services's Exelon position peaked at $56.2K in Q2 2025.
  • 1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.