ECM
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Ethos Capital Management’s Exelon EXC Stock Holding History

Ethos Capital 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 		$460K Sell
9,872
-27,342
-73% -$1.26M 0.33% 50
2026
Q1 		$1.82M Buy
37,214
+6,377
+21% +$297K 1.56% 20
2025
Q4 		$1.34M Buy
+30,837
New +$1.41M 1.27% 39

Other funds holding EXC

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Ethos Capital Management's EXC Position: Q2 2026 in Review

Ethos Capital Management reduced its Exelon (EXC) stake by 73% in Q2 2026, selling an estimated $1.26M and leaving 9,872 shares worth $460K. The position accounts for 0.33% of the portfolio, ranked #50.

Ethos Capital Management first reported a position in EXC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.82M in Q1 2026. 656 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Ethos Capital Management held 9,872 shares of Exelon worth $460K as of Q2 2026.
  • Ethos Capital Management sold 27,342 Exelon shares in Q2 2026, an estimated $1.26M.
  • Exelon made up 0.33% of Ethos Capital Management's portfolio in Q2 2026, its #50 holding.
  • Ethos Capital Management first reported a position in Exelon in Q4 2025 and has held it in 3 quarters since.
  • Ethos Capital Management's Exelon position peaked at $1.82M in Q1 2026.
  • 656 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Ethos Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.