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Invested Advisors’s Exelon EXC Stock Holding History

Invested Advisors’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 		$485K Buy
10,400
+449
+5% +$20.8K 0.43% 64
2026
Q1 		$488K Buy
9,951
+36
+0.4% +$1.68K 0.49% 54
2025
Q4 		$432K Buy
9,915
+3,000
+43% +$137K 0.45% 65
2025
Q3 		$264K Buy
+6,915
New +$304K 0.38% 83

Other funds holding EXC

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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

Invested Advisors's EXC Position: Q2 2026 in Review

Invested Advisors increased its Exelon (EXC) stake by 4.5% in Q2 2026, buying an estimated $20.8K and bringing the position to 10,400 shares worth $485K. The position accounts for 0.43% of the portfolio, ranked #64.

Invested Advisors first reported a position in EXC in Q3 2025 and has held it in 4 quarters since. The position peaked at $488K in Q1 2026. 655 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Invested Advisors held 10,400 shares of Exelon worth $485K as of Q2 2026.
  • Invested Advisors bought 449 Exelon shares in Q2 2026, an estimated $20.8K.
  • Exelon made up 0.43% of Invested Advisors's portfolio in Q2 2026, its #64 holding.
  • Invested Advisors first reported a position in Exelon in Q3 2025 and has held it in 4 quarters since.
  • Invested Advisors's Exelon position peaked at $488K in Q1 2026.
  • 655 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.