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Cora Capital Advisors’s Exelon EXC Stock Holding History

Cora Capital Advisors’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 		$567K Sell
12,170
-2
-0% -$93 0.16% 67
2026
Q1 		$597K Buy
12,172
+75
+0.6% +$3.49K 0.2% 63
2025
Q4 		$527K Buy
12,097
+157
+1% +$7.17K 0.21% 63
2025
Q3 		$537K Sell
11,940
-5
-0% -$220 0.23% 59
2025
Q2 		$519K Buy
11,945
+2
+0% +$89 0.23% 56
2025
Q1 		$550K Buy
11,943
+1
+0% +$42 0.26% 57
2024
Q4 		$450K Sell
11,942
-1
-0% -$39 0.22% 64
2024
Q3 		$484K Buy
+11,943
New +$449K 0.24% 59

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

Cora Capital Advisors's EXC Position: Q2 2026 in Review

Cora Capital Advisors reduced its Exelon (EXC) stake by 0.02% in Q2 2026, selling an estimated $93 and leaving 12,170 shares worth $567K. The position accounts for 0.16% of the portfolio, ranked #67.

Cora Capital Advisors first reported a position in EXC in Q3 2024 and has held it in 8 quarters since. The position peaked at $597K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Cora Capital Advisors held 12,170 shares of Exelon worth $567K as of Q2 2026.
  • Cora Capital Advisors sold 2 Exelon shares in Q2 2026, an estimated $93.
  • Exelon made up 0.16% of Cora Capital Advisors's portfolio in Q2 2026, its #67 holding.
  • Cora Capital Advisors first reported a position in Exelon in Q3 2024 and has held it in 8 quarters since.
  • Cora Capital Advisors's Exelon position peaked at $597K in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Cora Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.