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Curi RMB Capital’s Exelon EXC Stock Holding History

Curi RMB Capital’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 		$343K Buy
+7,361
New +$341K 0.01% 717
2019
Q3 		– Sell
-6,948
Closed -$238K – 733
2019
Q2 		$238K Buy
+6,948
New +$245K 0.01% 665

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Curi RMB Capital's EXC Position: Q2 2026 in Review

Curi RMB Capital opened a new position in Exelon (EXC) in Q2 2026: 7,361 shares worth $343K. The stake represents 0.01% of the portfolio and ranks #717 among its holdings. This is a return to the name: Curi RMB Capital previously reported a position in EXC as recently as Q2 2019.

Curi RMB Capital first reported a position in EXC in Q2 2019 and has held it in 2 quarters since. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Curi RMB Capital held 7,361 shares of Exelon worth $343K as of Q2 2026.
  • Exelon was a new Curi RMB Capital position in Q2 2026.
  • Exelon made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #717 holding.
  • Curi RMB Capital first reported a position in Exelon in Q2 2019 and has held it in 2 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.