Horizon Financial Services’s Exelon EXC Stock Holding History

Horizon Financial Services’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	$14.5K	Sell	312 -156	-33%	-$7.22K	0.01%	291
2026 Q1	$22.9K	Buy	468 +219	+88%	+$10.2K	0.01%	163
2025 Q4	$10.9K	Hold	249	–	–	﹤0.01%	182
2025 Q3	$11.2K	Buy	249 +170	+215%	+$7.47K	0.01%	175
2025 Q2	$3.43K	Buy	79 +36	+84%	+$1.6K	﹤0.01%	183
2025 Q1	$1.98K	Buy	+43	New	+$1.8K	﹤0.01%	166

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

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Horizon Financial Services's EXC Position: Q2 2026 in Review

Horizon Financial Services reduced its Exelon (EXC) stake by 33% in Q2 2026, selling an estimated $7.22K and leaving 312 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #291.

Horizon Financial Services first reported a position in EXC in Q1 2025 and has held it in 6 quarters since. The position peaked at $22.9K in Q1 2026. 537 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Horizon Financial Services held 312 shares of Exelon worth $14.5K as of Q2 2026.
Horizon Financial Services sold 156 Exelon shares in Q2 2026, an estimated $7.22K.
Exelon made up 0.01% of Horizon Financial Services's portfolio in Q2 2026, its #291 holding.
Horizon Financial Services first reported a position in Exelon in Q1 2025 and has held it in 6 quarters since.
Horizon Financial Services's Exelon position peaked at $22.9K in Q1 2026.
537 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.