Holos Integrated Wealth’s Exelon EXC Stock Holding History

Holos Integrated Wealth’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	$18.8K	Hold	396	–	–	0.01%	216
2026 Q1	$19.4K	Hold	396	–	–	0.01%	209
2025 Q4	$17.4K	Hold	396	–	–	0.01%	170
2025 Q3	$18.6K	Hold	396	–	–	0.01%	161
2025 Q2	$17.9K	Hold	396	–	–	0.01%	162
2025 Q1	$18.2K	Hold	396	–	–	0.01%	161
2024 Q4	$14.9K	Buy	+396	New	+$15.4K	0.01%	174

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

Holos Integrated Wealth's EXC Position: Q2 2026 in Review

Holos Integrated Wealth held its Exelon (EXC) position steady in Q2 2026 at 396 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #216.

Holos Integrated Wealth first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.4K in Q1 2026. 363 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Holos Integrated Wealth held 396 shares of Exelon worth $18.8K as of Q2 2026.
Holos Integrated Wealth left its Exelon share count unchanged in Q2 2026.
Exelon made up 0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #216 holding.
Holos Integrated Wealth first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
Holos Integrated Wealth's Exelon position peaked at $19.4K in Q1 2026.
363 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

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