CoreCap Advisors’s Exelon EXC Stock Holding History

CoreCap 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	$94.8K	Sell	2,033 -304	-13%	-$14.1K	﹤0.01%	1134
2026 Q1	$115K	Buy	2,337 +607	+35%	+$28.2K	﹤0.01%	983
2025 Q4	$75.4K	Buy	1,730 +19	+1%	+$867	﹤0.01%	1147
2025 Q3	$77K	Buy	1,711 +8	+0.5%	+$351	﹤0.01%	1139
2025 Q2	$74K	Sell	1,703 -348	-17%	-$15.5K	﹤0.01%	1090
2025 Q1	$94.5K	Sell	2,051 -1,952	-49%	-$81.6K	﹤0.01%	929
2024 Q4	$151K	Buy	4,003 +1,050	+36%	+$40.7K	0.01%	786
2024 Q3	$120K	Sell	2,953 -438	-13%	-$16.5K	0.01%	840
2024 Q2	$117K	Buy	3,391 +575	+20%	+$21.2K	0.01%	465
2024 Q1	$106K	Buy	+2,816	New	+$101K	0.01%	821
2022 Q4	$484K	Buy	11,192 +331	+3%	+$13.1K	0.03%	362
2022 Q3	$407K	Sell	10,861 -9,032	-45%	-$399K	0.03%	349
2022 Q2	$902K	Buy	+19,893	New	+$935K	0.07%	230
2022 Q1	–	Sell	-2,416	Closed	-$100K	–	1017
2021 Q4	$100K	Buy	+2,416	New	+$91K	0.01%	745

Other funds holding EXC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

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 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

CoreCap Advisors's EXC Position: Q2 2026 in Review

CoreCap Advisors reduced its Exelon (EXC) stake by 13% in Q2 2026, selling an estimated $14.1K and leaving 2,033 shares worth $94.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

CoreCap Advisors first reported a position in EXC in Q4 2021 and has held it in 14 quarters since. The position peaked at $902K in Q2 2022. 285 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

CoreCap Advisors held 2,033 shares of Exelon worth $94.8K as of Q2 2026.
CoreCap Advisors sold 304 Exelon shares in Q2 2026, an estimated $14.1K.
Exelon made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1134 holding.
CoreCap Advisors first reported a position in Exelon in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's Exelon position peaked at $902K in Q2 2022.
285 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.