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Embree Financial Group’s Exelon EXC Stock Holding History

Embree Financial Group’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 		$228K Buy
4,887
+351
+8% +$16.2K 0.02% 261
2026
Q1 		$222K Buy
+4,536
New +$211K 0.03% 243

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
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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Embree Financial Group's EXC Position: Q2 2026 in Review

Embree Financial Group increased its Exelon (EXC) stake by 7.7% in Q2 2026, buying an estimated $16.2K and bringing the position to 4,887 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #261.

Embree Financial Group first reported a position in EXC in Q1 2026 and has held it in 2 quarters since. 190 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Embree Financial Group held 4,887 shares of Exelon worth $228K as of Q2 2026.
  • Embree Financial Group bought 351 Exelon shares in Q2 2026, an estimated $16.2K.
  • Exelon made up 0.02% of Embree Financial Group's portfolio in Q2 2026, its #261 holding.
  • Embree Financial Group first reported a position in Exelon in Q1 2026 and has held it in 2 quarters since.
  • 190 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.