First United Bank & Trust’s Exelon EXC Stock Holding History

First United Bank & Trust’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	$108K	Sell	2,322 -50	-2%	-$2.31K	0.03%	192
2026 Q1	$116K	Hold	2,372	–	–	0.04%	178
2025 Q4	$103K	Hold	2,372	–	–	0.03%	181
2025 Q3	$107K	Hold	2,372	–	–	0.03%	188
2025 Q2	$103K	Hold	2,372	–	–	0.04%	180
2025 Q1	$109K	Sell	2,372 -25	-1%	-$1.04K	0.04%	178
2024 Q4	$90.2K	Sell	2,397 -55	-2%	-$2.13K	0.03%	185
2024 Q3	$99.4K	Hold	2,452	–	–	0.04%	181
2024 Q2	$84.9K	Hold	2,452	–	–	0.03%	197
2024 Q1	$92.1K	Sell	2,452 -50	-2%	-$1.79K	0.03%	197
2023 Q4	$89.8K	Buy	+2,502	New	+$96.4K	0.04%	195

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

COPPSERS

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

MMA

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

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

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

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

First United Bank & Trust's EXC Position: Q2 2026 in Review

First United Bank & Trust reduced its Exelon (EXC) stake by 2.1% in Q2 2026, selling an estimated $2.31K and leaving 2,322 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #192.

First United Bank & Trust first reported a position in EXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $116K in Q1 2026. 363 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

First United Bank & Trust held 2,322 shares of Exelon worth $108K as of Q2 2026.
First United Bank & Trust sold 50 Exelon shares in Q2 2026, an estimated $2.31K.
Exelon made up 0.03% of First United Bank & Trust's portfolio in Q2 2026, its #192 holding.
First United Bank & Trust first reported a position in Exelon in Q4 2023 and has held it in 11 quarters since.
First United Bank & Trust's Exelon position peaked at $116K in Q1 2026.
363 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.