CX Institutional
EXC icon

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
Q3 		$272K Sell
6,726
-958
-12% -$42.8K 0.01% 655
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

CX Institutional's EXC Position: Q3 2026 in Review

CX Institutional reduced its Exelon (EXC) stake by 12% in Q3 2026, selling an estimated $42.8K and leaving 6,726 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #655.

CX Institutional first reported a position in EXC in Q4 2018 and has held it in 23 quarters since. The position peaked at $365K in Q1 2026. 332 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • CX Institutional held 6,726 shares of Exelon worth $272K as of Q3 2026.
  • CX Institutional sold 958 Exelon shares in Q3 2026, an estimated $42.8K.
  • Exelon made up 0.01% of CX Institutional's portfolio in Q3 2026, its #655 holding.
  • CX Institutional first reported a position in Exelon in Q4 2018 and has held it in 23 quarters since.
  • CX Institutional's Exelon position peaked at $365K in Q1 2026.
  • 332 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.