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Cooper Financial Group’s Exelon EXC Stock Holding History

Cooper 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 		$614K Sell
13,161
-1,374
-9% -$63.6K 0.05% 239
2026
Q1 		$712K Buy
14,535
+196
+1% +$9.12K 0.07% 205
2025
Q4 		$625K Sell
14,339
-466
-3% -$21.3K 0.07% 206
2025
Q3 		$666K Sell
14,805
-838
-5% -$36.8K 0.07% 195
2025
Q2 		$679K Sell
15,643
-801
-5% -$35.7K 0.08% 200
2025
Q1 		$758K Buy
16,444
+1,515
+10% +$63.3K 0.1% 177
2024
Q4 		$562K Sell
14,929
-293
-2% -$11.4K 0.07% 225
2024
Q3 		$617K Sell
15,222
-2,558
-14% -$96.2K 0.08% 210
2024
Q2 		$615K Buy
17,780
+4,198
+31% +$155K 0.09% 194
2024
Q1 		$510K Buy
13,582
+2,184
+19% +$78K 0.08% 209
2023
Q4 		$409K Sell
11,398
-2,139
-16% -$82.4K 0.07% 233
2023
Q3 		$512K Buy
13,537
+103
+0.8% +$4.2K 0.12% 188
2023
Q2 		$547K Buy
13,434
+1,287
+11% +$53.2K 0.14% 175
2023
Q1 		$509K Buy
12,147
+2,032
+20% +$84.7K 0.14% 163
2022
Q4 		$437K Buy
10,115
+1,223
+14% +$48.3K 0.13% 164
2022
Q3 		$333K Buy
8,892
+2,485
+39% +$110K 0.12% 171
2022
Q2 		$290K Buy
6,407
+103
+2% +$4.84K 0.11% 185
2022
Q1 		$300K Buy
6,304
+1,438
+30% +$60.9K 0.11% 172
2021
Q4 		$201K Buy
+4,866
New +$183K 0.08% 228

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
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

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

Cooper Financial Group reduced its Exelon (EXC) stake by 9.5% in Q2 2026, selling an estimated $63.6K and leaving 13,161 shares worth $614K. The position accounts for 0.05% of the portfolio, ranked #239.

Cooper Financial Group first reported a position in EXC in Q4 2021 and has held it in 19 quarters since. The position peaked at $758K in Q1 2025. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Cooper Financial Group held 13,161 shares of Exelon worth $614K as of Q2 2026.
  • Cooper Financial Group sold 1,374 Exelon shares in Q2 2026, an estimated $63.6K.
  • Exelon made up 0.05% of Cooper Financial Group's portfolio in Q2 2026, its #239 holding.
  • Cooper Financial Group first reported a position in Exelon in Q4 2021 and has held it in 19 quarters since.
  • Cooper Financial Group's Exelon position peaked at $758K in Q1 2025.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.