Highline Wealth Partners’s Exelon EXC Stock Holding History

Highline Wealth Partners’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	$24.1K	Buy	517 +191	+59%	+$8.84K	﹤0.01%	359
2026 Q1	$16K	Buy	326 +16	+5%	+$744	﹤0.01%	340
2025 Q4	$13.5K	Hold	310	–	–	﹤0.01%	332
2025 Q3	$13.9K	Buy	310 +25	+9%	+$1.1K	﹤0.01%	353
2025 Q2	$12.4K	Buy	285 +39	+16%	+$1.74K	﹤0.01%	303
2025 Q1	$11.3K	Buy	246 +102	+71%	+$4.26K	﹤0.01%	289
2024 Q4	$5.43K	Buy	144 +38	+36%	+$1.47K	﹤0.01%	328
2024 Q3	$4.32K	Buy	106 +24	+29%	+$902	﹤0.01%	360
2024 Q2	$2.83K	Buy	82 +1	+1%	+$37	﹤0.01%	352
2024 Q1	$3.04K	Buy	81 +1	+1%	+$36	﹤0.01%	304
2023 Q4	$2.87K	Hold	80	–	–	﹤0.01%	280
2023 Q3	$3.02K	Hold	80	–	–	﹤0.01%	251
2023 Q2	$3.26K	Hold	80	–	–	﹤0.01%	202
2023 Q1	$3.35K	Hold	80	–	–	﹤0.01%	196
2022 Q4	$3.46K	Hold	80	–	–	﹤0.01%	187
2022 Q3	$3K	Buy	+80	New	+$3.54K	﹤0.01%	188

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

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

Highline Wealth Partners's EXC Position: Q2 2026 in Review

Highline Wealth Partners increased its Exelon (EXC) stake by 59% in Q2 2026, buying an estimated $8.84K and bringing the position to 517 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Highline Wealth Partners first reported a position in EXC in Q3 2022 and has held it in 16 quarters since. 261 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Highline Wealth Partners held 517 shares of Exelon worth $24.1K as of Q2 2026.
Highline Wealth Partners bought 191 Exelon shares in Q2 2026, an estimated $8.84K.
Exelon made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #359 holding.
Highline Wealth Partners first reported a position in Exelon in Q3 2022 and has held it in 16 quarters since.
261 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.