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Cromwell Holdings’s Exelon EXC Stock Holding History

Cromwell Holdings’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 		$158K Buy
3,395
+634
+23% +$29.3K 0.07% 259
2026
Q1 		$135K Sell
2,761
-8
-0.3% -$372 0.08% 261
2025
Q4 		$121K Hold
2,769
– – 0.07% 275
2025
Q3 		$125K Sell
2,769
-117
-4% -$5.14K 0.07% 274
2025
Q2 		$125K Buy
2,886
+211
+8% +$9.39K 0.08% 261
2025
Q1 		$123K Buy
2,675
+376
+16% +$15.7K 0.08% 253
2024
Q4 		$86.5K Hold
2,299
– – 0.05% 318
2024
Q3 		$93.2K Hold
2,299
– – 0.06% 308
2024
Q2 		$79.6K Buy
+2,299
New +$84.9K 0.05% 333

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

Cromwell Holdings's EXC Position: Q2 2026 in Review

Cromwell Holdings increased its Exelon (EXC) stake by 23% in Q2 2026, buying an estimated $29.3K and bringing the position to 3,395 shares worth $158K. The position accounts for 0.07% of the portfolio, ranked #259.

Cromwell Holdings first reported a position in EXC in Q2 2024 and has held it in 9 quarters since. 308 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Cromwell Holdings held 3,395 shares of Exelon worth $158K as of Q2 2026.
  • Cromwell Holdings bought 634 Exelon shares in Q2 2026, an estimated $29.3K.
  • Exelon made up 0.07% of Cromwell Holdings's portfolio in Q2 2026, its #259 holding.
  • Cromwell Holdings first reported a position in Exelon in Q2 2024 and has held it in 9 quarters since.
  • 308 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.