Empirical Wealth Management’s Exelon EXC Stock Holding History

Empirical Wealth Management’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	$752K	Buy	16,131 +6,451	+67%	+$298K	0.01%	496
2026 Q1	$475K	Buy	9,680 +4,249	+78%	+$198K	0.01%	586
2025 Q4	$237K	Buy	5,431 +129	+2%	+$5.89K	﹤0.01%	796
2025 Q3	$239K	Buy	+5,302	New	+$233K	﹤0.01%	698
2022 Q1	–	Sell	-7,714	Closed	-$318K	–	514
2021 Q4	$318K	Sell	7,714 -3,473	-31%	-$131K	0.02%	411
2021 Q3	$386K	Sell	11,187 -4,915	-31%	-$168K	0.02%	342
2021 Q2	$509K	Buy	16,102 +5,703	+55%	+$184K	0.03%	299
2021 Q1	$324K	Buy	+10,399	New	+$312K	0.03%	313

Other funds holding EXC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Empirical Wealth Management's EXC Position: Q2 2026 in Review

Empirical Wealth Management increased its Exelon (EXC) stake by 67% in Q2 2026, buying an estimated $298K and bringing the position to 16,131 shares worth $752K. The position accounts for 0.01% of the portfolio, ranked #496.

Empirical Wealth Management first reported a position in EXC in Q1 2021 and has held it in 8 quarters since. 483 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Empirical Wealth Management held 16,131 shares of Exelon worth $752K as of Q2 2026.
Empirical Wealth Management bought 6,451 Exelon shares in Q2 2026, an estimated $298K.
Exelon made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #496 holding.
Empirical Wealth Management first reported a position in Exelon in Q1 2021 and has held it in 8 quarters since.
483 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.