Institute for Wealth Management’s Exelon EXC Stock Holding History

Institute for Wealth 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	$70.4K	Buy	+1,510	New	+$69.8K	0.01%	786

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Institute for Wealth Management's EXC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Exelon (EXC) in Q2 2026: 1,510 shares worth $70.4K. The stake represents 0.01% of the portfolio and ranks #786 among its holdings.

780 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Institute for Wealth Management held 1,510 shares of Exelon worth $70.4K as of Q2 2026.
Exelon was a new Institute for Wealth Management position in Q2 2026.
Exelon made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #786 holding.
780 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.