Cornerstone Advisory’s Exelon EXC Stock Holding History

Cornerstone Advisory’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	$318K	Buy	6,828 +381	+6%	+$17.6K	0.03%	212
2026 Q1	$316K	Buy	6,447 +127	+2%	+$5.91K	0.03%	206
2025 Q4	$275K	Sell	6,320 -30	-0.5%	-$1.37K	0.03%	213
2025 Q3	$286K	Buy	6,350 +46	+0.7%	+$2.02K	0.03%	199
2025 Q2	$274K	Sell	6,304 -248	-4%	-$11K	0.03%	197
2025 Q1	$303K	Sell	6,552 -2,692	-29%	-$113K	0.04%	180
2024 Q4	$396K	Buy	9,244 +1,289	+16%	+$50K	0.05%	161
2024 Q3	$323K	Sell	7,955 -537	-6%	-$20.2K	0.04%	174
2024 Q2	$294K	Sell	8,492 -3,095	-27%	-$114K	0.04%	172
2024 Q1	$435K	Buy	11,587 +280	+2%	+$10K	0.06%	149
2023 Q4	$406K	Sell	11,307 -70	-0.6%	-$2.7K	0.06%	154
2023 Q3	$430K	Buy	11,377 +170	+2%	+$6.93K	0.08%	139
2023 Q2	$457K	Buy	11,207 +59	+0.5%	+$2.44K	0.08%	138
2023 Q1	$467K	Buy	11,148 +56	+0.5%	+$2.33K	0.08%	135
2022 Q4	$479K	Sell	11,092 -31	-0.3%	-$1.23K	0.09%	127
2022 Q3	$417K	Buy	11,123 +161	+1%	+$7.12K	0.09%	125
2022 Q2	$497K	Hold	10,962	–	–	0.11%	118
2022 Q1	$522K	Sell	10,962 -7,153	-39%	-$303K	0.08%	161
2021 Q4	$746K	Buy	18,115 +3,571	+25%	+$134K	0.11%	138
2021 Q3	$502K	Sell	14,544 -66	-0.5%	-$2.25K	0.08%	164
2021 Q2	$462K	Sell	14,610 -1,746	-11%	-$56.2K	0.08%	161
2021 Q1	$510K	Sell	16,356 -4,123	-20%	-$124K	0.1%	150
2020 Q4	$617K	Buy	20,479 +2,515	+14%	+$74.2K	0.12%	130
2020 Q3	$458K	Buy	17,964 +2,085	+13%	+$55.3K	0.11%	132
2020 Q2	$411K	Hold	15,879	–	–	0.11%	127
2020 Q1	$417K	Sell	15,879 -1,952	-11%	-$61.4K	0.13%	103
2019 Q4	$580K	Sell	17,831 -743	-4%	-$24.1K	0.12%	105
2019 Q3	$640K	Buy	18,574 +906	+5%	+$30.4K	0.14%	90
2019 Q2	$604K	Sell	17,668 -631	-3%	-$22.3K	0.13%	98
2019 Q1	$654K	Buy	18,299 +10,667	+140%	+$363K	0.14%	91
2018 Q4	$246K	Hold	7,632	–	–	0.06%	130
2018 Q3	$238K	Buy	7,632 +747	+11%	+$23K	0.07%	130
2018 Q2	$209K	Sell	6,885 -390	-5%	-$11.2K	0.07%	134
2018 Q1	$202K	Sell	7,275 -93	-1%	-$2.51K	0.07%	135
2017 Q4	$207K	Buy	+7,368	New	+$212K	0.07%	138
2017 Q1	–	Sell	-7,886	Closed	-$200K	–	123
2016 Q4	$200K	Buy	+7,886	New	+$187K	0.15%	89
2016 Q3	–	Sell	-8,406	Closed	-$218K	–	85
2016 Q2	$218K	Hold	8,406	–	–	0.18%	74
2016 Q1	$215K	Buy	+8,406	New	+$188K	0.18%	75

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

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Cornerstone Advisory's EXC Position: Q2 2026 in Review

Cornerstone Advisory increased its Exelon (EXC) stake by 5.9% in Q2 2026, buying an estimated $17.6K and bringing the position to 6,828 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #212.

Cornerstone Advisory first reported a position in EXC in Q1 2016 and has held it in 38 quarters since. The position peaked at $746K in Q4 2021. 477 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Cornerstone Advisory held 6,828 shares of Exelon worth $318K as of Q2 2026.
Cornerstone Advisory bought 381 Exelon shares in Q2 2026, an estimated $17.6K.
Exelon made up 0.03% of Cornerstone Advisory's portfolio in Q2 2026, its #212 holding.
Cornerstone Advisory first reported a position in Exelon in Q1 2016 and has held it in 38 quarters since.
Cornerstone Advisory's Exelon position peaked at $746K in Q4 2021.
477 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.