CI
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CX Institutional’s Exelon EXC Stock Holding History

CX Institutional’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 		$358K Buy
7,684
+247
+3% +$11.4K 0.01% 568
2026
Q1 		$365K Buy
7,437
+857
+13% +$39.9K 0.01% 538
2025
Q4 		$287K Buy
6,580
+477
+8% +$21.8K 0.01% 596
2025
Q3 		$275K Buy
6,103
+20
+0.3% +$878 0.01% 598
2025
Q2 		$264K Buy
6,083
+95
+2% +$4.23K 0.01% 543
2025
Q1 		$276K Buy
+5,988
New +$250K 0.01% 504
2023
Q4 		– Sell
-6,782
Closed -$256K – 539
2023
Q3 		$256K Buy
6,782
+26
+0.4% +$1.06K 0.01% 432
2023
Q2 		$275K Buy
6,756
+669
+11% +$27.7K 0.01% 444
2023
Q1 		$255K Buy
+6,087
New +$254K 0.01% 434
2022
Q3 		– Sell
-2,552
Closed -$116K – 689
2022
Q2 		$116K Buy
+2,552
New +$120K 0.01% 529
2021
Q4 		– Sell
-2,681
Closed -$92K – 524
2021
Q3 		$92K Buy
2,681
+163
+6% +$5.57K 0.01% 462
2021
Q2 		$80K Buy
2,518
+614
+32% +$19.8K 0.01% 479
2021
Q1 		$59K Buy
1,904
+475
+33% +$14.3K 0.01% 460
2020
Q4 		$43K Sell
1,429
-1,151
-45% -$34K ﹤0.01% 467
2020
Q3 		$66K Buy
2,580
+2,302
+828% +$61K 0.01% 354
2020
Q2 		$7K Buy
278
+139
+100% +$3.69K ﹤0.01% 612
2020
Q1 		$4K Sell
139
-213
-61% -$6.7K ﹤0.01% 577
2019
Q4 		$11K Sell
352
-57
-14% -$1.84K ﹤0.01% 421
2019
Q3 		$14K Buy
409
+35
+9% +$1.18K ﹤0.01% 417
2019
Q2 		$13K Buy
374
+54
+17% +$1.91K ﹤0.01% 445
2019
Q1 		$11K Buy
320
+263
+461% +$8.96K ﹤0.01% 444
2018
Q4 		$2K Buy
+57
New +$1.82K ﹤0.01% 452

Other funds holding EXC

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
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
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CX Institutional's EXC Position: Q2 2026 in Review

CX Institutional increased its Exelon (EXC) stake by 3.3% in Q2 2026, buying an estimated $11.4K and bringing the position to 7,684 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #568.

CX Institutional first reported a position in EXC in Q4 2018 and has held it in 22 quarters since. The position peaked at $365K in Q1 2026. 235 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • CX Institutional held 7,684 shares of Exelon worth $358K as of Q2 2026.
  • CX Institutional bought 247 Exelon shares in Q2 2026, an estimated $11.4K.
  • Exelon made up 0.01% of CX Institutional's portfolio in Q2 2026, its #568 holding.
  • CX Institutional first reported a position in Exelon in Q4 2018 and has held it in 22 quarters since.
  • CX Institutional's Exelon position peaked at $365K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.