Grimes & Company’s Exelon EXC Stock Holding History

Grimes & 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	$296K	Buy	6,341 +814	+15%	+$37.7K	0.01%	384
2026 Q1	$271K	Buy	5,527 +247	+5%	+$11.5K	0.01%	373
2025 Q4	$230K	Buy	5,280 +80	+2%	+$3.65K	0.01%	421
2025 Q3	$234K	Buy	5,200 +47	+0.9%	+$2.06K	0.01%	416
2025 Q2	$224K	Buy	5,153 +102	+2%	+$4.54K	0.01%	391
2025 Q1	$233K	Buy	+5,051	New	+$211K	0.01%	327
2023 Q1	–	Sell	-4,724	Closed	-$204K	–	308
2022 Q4	$204K	Buy	+4,724	New	+$187K	0.01%	268
2022 Q3	–	Sell	-4,667	Closed	-$212K	–	273
2022 Q2	$212K	Hold	4,667	–	–	0.01%	254
2022 Q1	$222K	Sell	4,667 -1,652	-26%	-$70K	0.01%	274
2021 Q4	$260K	Hold	6,319	–	–	0.01%	259
2021 Q3	$218K	Sell	6,319 -3,126	-33%	-$107K	0.01%	275
2021 Q2	$299K	Hold	9,445	–	–	0.01%	241
2021 Q1	$295K	Sell	9,445 -900	-9%	-$27K	0.01%	232
2020 Q4	$312K	Sell	10,345 -31	-0.3%	-$915	0.02%	216
2020 Q3	$265K	Hold	10,376	–	–	0.02%	214
2020 Q2	$269K	Buy	+10,376	New	+$275K	0.02%	208
2020 Q1	–	Sell	-6,871	Closed	-$223K	–	243
2019 Q4	$223K	Buy	6,871 +701	+11%	+$22.7K	0.01%	243
2019 Q3	$213K	Hold	6,170	–	–	0.02%	236
2019 Q2	$211K	Hold	6,170	–	–	0.02%	232
2019 Q1	$221K	Buy	+6,170	New	+$210K	0.02%	227
2014 Q4	–	Sell	-9,778	Closed	-$238K	–	168
2014 Q3	$238K	Sell	9,778 -1	-0%	-$23	0.06%	129
2014 Q2	$254K	Hold	9,779	–	–	0.07%	132
2014 Q1	$234K	Buy	+9,779	New	+$206K	0.07%	129
2013 Q4	–	Sell	-9,562	Closed	-$202K	–	144
2013 Q3	$202K	Sell	9,562 -349	-4%	-$7.63K	0.07%	126
2013 Q2	$218K	Buy	+9,911	New	+$240K	0.08%	109

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

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 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

Grimes & Company's EXC Position: Q2 2026 in Review

Grimes & Company increased its Exelon (EXC) stake by 15% in Q2 2026, buying an estimated $37.7K and bringing the position to 6,341 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #384.

Grimes & Company first reported a position in EXC in Q2 2013 and has held it in 25 quarters since. The position peaked at $312K in Q4 2020. 510 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Grimes & Company held 6,341 shares of Exelon worth $296K as of Q2 2026.
Grimes & Company bought 814 Exelon shares in Q2 2026, an estimated $37.7K.
Exelon made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #384 holding.
Grimes & Company first reported a position in Exelon in Q2 2013 and has held it in 25 quarters since.
Grimes & Company's Exelon position peaked at $312K in Q4 2020.
510 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.