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Indiana Trust & Investment Management’s Exelon EXC Stock Holding History

Indiana Trust & Investment Management’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 		$69.9K Hold
1,499
– – 0.02% 269
2026
Q1 		$73.5K Hold
1,499
– – 0.02% 257
2025
Q4 		$65.3K Sell
1,499
-100
-6% -$4.56K 0.02% 267
2025
Q3 		$72K Hold
1,599
– – 0.02% 260
2025
Q2 		$69.4K Sell
1,599
-290
-15% -$12.9K 0.02% 259
2025
Q1 		$87K Hold
1,889
– – 0.03% 237
2024
Q4 		$71.1K Sell
1,889
-525
-22% -$20.4K 0.02% 256
2024
Q3 		$97.9K Sell
2,414
-300
-11% -$11.3K 0.03% 234
2024
Q2 		$93.9K Hold
2,714
– – 0.03% 226
2024
Q1 		$102K Hold
2,714
– – 0.04% 218
2023
Q4 		$97.4K Sell
2,714
-375
-12% -$14.4K 0.04% 209
2023
Q3 		$117K Buy
+3,089
New +$126K 0.06% 191
2022
Q2 		– Sell
-4,330
Closed -$206K – 116
2022
Q1 		$206K Sell
4,330
-1,979
-31% -$83.8K 0.1% 113
2021
Q4 		$260K Sell
6,309
-603
-9% -$22.7K 0.12% 105
2021
Q3 		$238K Sell
6,912
-1,738
-20% -$59.4K 0.12% 102
2021
Q2 		$260K Buy
8,650
+539
+7% +$17.4K 0.14% 96
2021
Q1 		$253K Sell
8,111
-539
-6% -$16.2K 0.14% 98
2020
Q4 		$260K Sell
8,650
-1,213
-12% -$35.8K 0.14% 96
2020
Q3 		$252K Sell
9,863
-70
-0.7% -$1.86K 0.15% 98
2020
Q2 		$257K Sell
9,933
-196
-2% -$5.2K 0.16% 95
2020
Q1 		$266K Buy
10,129
+56
+0.6% +$1.76K 0.19% 90
2019
Q4 		$328K Sell
10,073
-96
-0.9% -$3.11K 0.18% 92
2019
Q3 		$350K Sell
10,169
-1,396
-12% -$46.9K 0.2% 86
2019
Q2 		$395K Sell
11,565
-1,711
-13% -$60.4K 0.22% 81
2019
Q1 		$475K Sell
13,276
-581
-4% -$19.8K 0.25% 74
2018
Q4 		$446K Sell
13,857
-204
-1% -$6.52K 0.25% 78
2018
Q3 		$438K Sell
14,061
-1,374
-9% -$42.3K 0.2% 82
2018
Q2 		$469K Buy
15,435
+181
+1% +$5.18K 0.22% 80
2018
Q1 		$424K Sell
15,254
-1,936
-11% -$52.3K 0.2% 85
2017
Q4 		$483K Buy
17,190
+52
+0.3% +$1.49K 0.22% 83
2017
Q3 		$460K Sell
17,138
-258
-1% -$6.9K 0.22% 81
2017
Q2 		$448K Buy
17,396
+250
+1% +$6.36K 0.22% 80
2017
Q1 		$440K Buy
17,146
+1,156
+7% +$29.5K 0.22% 79
2016
Q4 		$405K Hold
15,990
– – 0.21% 83
2016
Q3 		$380K Buy
15,990
+112
+0.7% +$2.81K 0.19% 91
2016
Q2 		$412K Hold
15,878
– – 0.21% 86
2016
Q1 		$406K Buy
+15,878
New +$356K 0.21% 85
2015
Q4 		– Sell
-15,934
Closed -$338K – 122
2015
Q3 		$338K Sell
15,934
-17,293
-52% -$389K 0.19% 87
2015
Q2 		$745K Sell
33,227
-49
-0.1% -$1.17K 0.39% 64
2015
Q1 		$798K Buy
+33,276
New +$824K 0.4% 61
2014
Q1 		– Sell
-557
Closed -$11K – 158
2013
Q4 		$11K Hold
557
– – 0.01% 246
2013
Q3 		$12K Buy
+557
New +$12.2K 0.01% 249

Other funds holding EXC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
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
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Mirae Asset Global Investments
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

Indiana Trust & Investment Management's EXC Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Exelon (EXC) position steady in Q2 2026 at 1,499 shares worth $69.9K. The position accounts for 0.02% of the portfolio, ranked #269.

Indiana Trust & Investment Management first reported a position in EXC in Q3 2013 and has held it in 42 quarters since. The position peaked at $798K in Q1 2015. 451 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Indiana Trust & Investment Management held 1,499 shares of Exelon worth $69.9K as of Q2 2026.
  • Indiana Trust & Investment Management left its Exelon share count unchanged in Q2 2026.
  • Exelon made up 0.02% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #269 holding.
  • Indiana Trust & Investment Management first reported a position in Exelon in Q3 2013 and has held it in 42 quarters since.
  • Indiana Trust & Investment Management's Exelon position peaked at $798K in Q1 2015.
  • 451 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.