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FCG Investment Company’s Exelon EXC Stock Holding History

FCG Investment Company’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 		– Sell
-5,362
Closed -$263K – 123
2026
Q1 		$263K Buy
+5,362
New +$249K 0.12% 90
2025
Q3 		$1.16M Buy
25,714
+5,090
+25% +$224K 0.54% 48
2025
Q2 		$895K Buy
+20,624
New +$918K 0.47% 51
2025
Q1 		– Sell
-18,565
Closed -$699K – 95
2024
Q4 		$699K Sell
18,565
-8,903
-32% -$345K 0.43% 54
2024
Q3 		$1.11M Buy
+27,468
New +$1.03M 0.73% 42

Other funds holding EXC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
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
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

FCG Investment Company's EXC Position: Q2 2026 in Review

FCG Investment Company sold out of Exelon (EXC) in Q2 2026, closing a stake of 5,362 shares — an estimated $263K sold.

FCG Investment Company first reported a position in EXC in Q3 2024 and held it in 5 quarters. The position peaked at $1.16M in Q3 2025. 442 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • FCG Investment Company reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
  • FCG Investment Company sold 5,362 Exelon shares in Q2 2026, an estimated $263K.
  • FCG Investment Company first reported a position in Exelon in Q3 2024 and held it in 5 quarters.
  • FCG Investment Company's Exelon position peaked at $1.16M in Q3 2025.
  • 442 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on FCG Investment Company's 13F filing for Q2 2026, filed 13 Jul 2026.