Frank Rimerman Advisors’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.12M Buy
24,033
+724
+3% +$33.5K 0.06% 226
2026
Q1
$1.14M Hold
23,309
0.07% 218
2025
Q4
$1.02M Buy
23,309
+6,689
+40% +$305K 0.06% 228
2025
Q3
$748K Buy
16,620
+307
+2% +$13.5K 0.05% 276
2025
Q2
$708K Buy
16,313
+886
+6% +$39.4K 0.05% 281
2025
Q1
$711K Buy
15,427
+1,805
+13% +$75.5K 0.06% 251
2024
Q4
$513K Buy
13,622
+2,353
+21% +$91.3K 0.04% 303
2024
Q3
$457K Buy
11,269
+1,168
+12% +$43.9K 0.03% 344
2024
Q2
$350K Buy
10,101
+10,073
+35,975% +$372K 0.02% 419
2024
Q1
$1.05K Hold
28
﹤0.01% 312
2023
Q4
$1K Buy
+28
New +$1.08K ﹤0.01% 297

Other funds holding EXC

Frank Rimerman Advisors's EXC Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Exelon (EXC) stake by 3.1% in Q2 2026, buying an estimated $33.5K and bringing the position to 24,033 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #226.

Frank Rimerman Advisors first reported a position in EXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.14M in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Frank Rimerman Advisors held 24,033 shares of Exelon worth $1.12M as of Q2 2026.
  • Frank Rimerman Advisors bought 724 Exelon shares in Q2 2026, an estimated $33.5K.
  • Exelon made up 0.06% of Frank Rimerman Advisors's portfolio in Q2 2026, its #226 holding.
  • Frank Rimerman Advisors first reported a position in Exelon in Q4 2023 and has held it in 11 quarters since.
  • Frank Rimerman Advisors's Exelon position peaked at $1.14M in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.