Investment Advisory Services’s Exelon EXC Stock Holding History

Investment Advisory 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	$445K	Buy	9,550 +44	+0.5%	+$2.04K	0.13%	81
2026 Q1	$466K	Buy	9,506 +16	+0.2%	+$744	0.15%	81
2025 Q4	$414K	Hold	9,490	–	–	0.13%	83
2025 Q3	$427K	Sell	9,490 -1,617	-15%	-$71K	0.13%	84
2025 Q2	$482K	Hold	11,107	–	–	0.16%	80
2025 Q1	$512K	Hold	11,107	–	–	0.19%	74
2024 Q4	$418K	Buy	11,107 +8	+0.1%	+$310	0.15%	80
2024 Q3	$450K	Hold	11,099	–	–	0.16%	81
2024 Q2	$384K	Sell	11,099 -10	-0.1%	-$369	0.14%	87
2024 Q1	$417K	Sell	11,109 -377	-3%	-$13.5K	0.15%	86
2023 Q4	$412K	Sell	11,486 -1,776	-13%	-$68.4K	0.16%	86
2023 Q3	$501K	Hold	13,262	–	–	0.22%	73
2023 Q2	$540K	Hold	13,262	–	–	0.23%	74
2023 Q1	$556K	Hold	13,262	–	–	0.27%	65
2022 Q4	$573K	Buy	13,262 +387	+3%	+$15.3K	0.29%	64
2022 Q3	$482K	Sell	12,875 -2,023	-14%	-$89.4K	0.29%	64
2022 Q2	$675K	Hold	14,898	–	–	0.39%	55
2022 Q1	$710K	Sell	14,898 -5,989	-29%	-$254K	0.4%	57
2021 Q4	$861K	Hold	20,887	–	–	0.47%	49
2021 Q3	$720K	Hold	20,887	–	–	0.44%	55
2021 Q2	$660K	Buy	+20,887	New	+$672K	0.41%	56
2020 Q4	$686K	Hold	22,773	–	–	0.48%	54
2020 Q3	$581K	Buy	22,773 +185	+0.8%	+$4.91K	0.46%	55
2020 Q2	$585K	Buy	+22,588	New	+$600K	0.5%	54

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

Investment Advisory Services's EXC Position: Q2 2026 in Review

Investment Advisory Services increased its Exelon (EXC) stake by 0.46% in Q2 2026, buying an estimated $2.04K and bringing the position to 9,550 shares worth $445K. The position accounts for 0.13% of the portfolio, ranked #81.

Investment Advisory Services first reported a position in EXC in Q2 2020 and has held it in 24 quarters since. The position peaked at $861K in Q4 2021. 363 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Investment Advisory Services held 9,550 shares of Exelon worth $445K as of Q2 2026.
Investment Advisory Services bought 44 Exelon shares in Q2 2026, an estimated $2.04K.
Exelon made up 0.13% of Investment Advisory Services's portfolio in Q2 2026, its #81 holding.
Investment Advisory Services first reported a position in Exelon in Q2 2020 and has held it in 24 quarters since.
Investment Advisory Services's Exelon position peaked at $861K in Q4 2021.
363 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.