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Community Financial Services Group’s Exelon EXC Stock Holding History

Community Financial Services 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 		$2.13K Hold
46
– – ﹤0.01% 483
2026
Q1 		$2.25K Buy
+46
New +$2.14K ﹤0.01% 410
2015
Q4 		– Sell
-1,304
Closed -$28K – 123
2015
Q3 		$28K Hold
1,304
– – 0.01% 155
2015
Q2 		$29K Hold
1,304
– – 0.01% 168
2015
Q1 		$31K Hold
1,304
– – 0.01% 163
2014
Q4 		$34K Hold
1,304
– – 0.02% 159
2014
Q3 		$32K Hold
1,304
– – 0.02% 148
2014
Q2 		$34K Hold
1,304
– – 0.02% 142
2014
Q1 		$31K Buy
+1,304
New +$27.4K 0.02% 148
2013
Q4 		– Sell
-1,304
Closed -$28K – 110
2013
Q3 		$28K Hold
1,304
– – 0.02% 141
2013
Q2 		$29K Buy
+1,304
New +$31.6K 0.02% 140

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
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

Community Financial Services Group's EXC Position: Q2 2026 in Review

Community Financial Services Group held its Exelon (EXC) position steady in Q2 2026 at 46 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Community Financial Services Group first reported a position in EXC in Q2 2013 and has held it in 11 quarters since. The position peaked at $34K in Q4 2014. 238 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Community Financial Services Group held 46 shares of Exelon worth $2.13K as of Q2 2026.
  • Community Financial Services Group left its Exelon share count unchanged in Q2 2026.
  • Exelon made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #483 holding.
  • Community Financial Services Group first reported a position in Exelon in Q2 2013 and has held it in 11 quarters since.
  • Community Financial Services Group's Exelon position peaked at $34K in Q4 2014.
  • 238 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.