CTA
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Chesley Taft & Associates’s Exelon EXC Stock Holding History

Chesley Taft & Associates’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 		– Sell
-4,343
Closed -$213K – 374
2026
Q1 		$213K Buy
+4,343
New +$202K 0.01% 354
2022
Q3 		– Sell
-4,771
Closed -$216K – 282
2022
Q2 		$216K Sell
4,771
-3
-0.1% -$141 0.01% 283
2022
Q1 		$229K Sell
4,774
-1,895
-28% -$80.3K 0.01% 285
2021
Q4 		$275K Sell
6,669
-33
-0.5% -$1.24K 0.01% 271
2021
Q3 		$231K Buy
+6,702
New +$229K 0.01% 290
2020
Q1 		– Sell
-6,474
Closed -$211K – 254
2019
Q4 		$211K Sell
6,474
-376
-5% -$12.2K 0.02% 260
2019
Q3 		$236K Buy
6,850
+60
+0.9% +$2.02K 0.02% 252
2019
Q2 		$232K Buy
6,790
+31
+0.5% +$1.09K 0.02% 240
2019
Q1 		$242K Sell
6,759
-136
-2% -$4.63K 0.02% 240
2018
Q4 		$222K Sell
6,895
-810
-11% -$25.9K 0.02% 245
2018
Q3 		$240K Buy
7,705
+39
+0.5% +$1.2K 0.02% 263
2018
Q2 		$233K Sell
7,666
-67
-0.9% -$1.92K 0.02% 259
2018
Q1 		$215K Buy
7,733
+46
+0.6% +$1.24K 0.02% 261
2017
Q4 		$216K Sell
7,687
-655
-8% -$18.8K 0.02% 277
2017
Q3 		$224K Buy
8,342
+49
+0.6% +$1.31K 0.02% 269
2017
Q2 		$213K Buy
8,293
+49
+0.6% +$1.25K 0.02% 269
2017
Q1 		$212K Buy
8,244
+52
+0.6% +$1.32K 0.02% 269
2016
Q4 		$207K Sell
8,192
-749
-8% -$17.8K 0.02% 266
2016
Q3 		$212K Buy
8,941
+61
+0.7% +$1.53K 0.02% 245
2016
Q2 		$230K Sell
8,880
-65
-0.7% -$1.61K 0.02% 237
2016
Q1 		$229K Buy
+8,945
New +$200K 0.02% 230
2015
Q3 		– Sell
-9,271
Closed -$208K – 232
2015
Q2 		$208K Buy
9,271
+58
+0.6% +$1.39K 0.02% 222
2015
Q1 		$221K Sell
9,213
-532
-5% -$13.2K 0.02% 224
2014
Q4 		$258K Sell
9,745
-546
-5% -$14K 0.03% 219
2014
Q3 		$250K Buy
10,291
+65
+0.6% +$1.52K 0.03% 220
2014
Q2 		$266K Buy
10,226
+57
+0.6% +$1.45K 0.03% 219
2014
Q1 		$243K Buy
+10,169
New +$214K 0.03% 224
2013
Q3 		– Sell
-9,864
Closed -$217K – 267
2013
Q2 		$217K Buy
+9,864
New +$239K 0.03% 247

Other funds holding EXC

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Chesley Taft & Associates's EXC Position: Q2 2026 in Review

Chesley Taft & Associates sold out of Exelon (EXC) in Q2 2026, closing a stake of 4,343 shares — an estimated $213K sold.

Chesley Taft & Associates first reported a position in EXC in Q2 2013 and held it in 28 quarters. The position peaked at $275K in Q4 2021. 230 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Chesley Taft & Associates reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
  • Chesley Taft & Associates sold 4,343 Exelon shares in Q2 2026, an estimated $213K.
  • Chesley Taft & Associates first reported a position in Exelon in Q2 2013 and held it in 28 quarters.
  • Chesley Taft & Associates's Exelon position peaked at $275K in Q4 2021.
  • 230 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.