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Investment Research & Advisory Group’s Exelon EXC Stock Holding History

Investment Research & Advisory Group’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 		$43.1K Hold
900
– – 0.01% 147
2026
Q1 		$47.8K Hold
900
– – 0.02% 131
2025
Q4 		$40.4K Hold
900
– – 0.01% 133
2025
Q3 		$41.1K Hold
900
– – 0.01% 121
2025
Q2 		$39.1K Buy
+900
New +$40.1K 0.01% 116

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
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
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 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
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

Investment Research & Advisory Group's EXC Position: Q2 2026 in Review

Investment Research & Advisory Group held its Exelon (EXC) position steady in Q2 2026 at 900 shares worth $43.1K. The position accounts for 0.01% of the portfolio, ranked #147.

Investment Research & Advisory Group first reported a position in EXC in Q2 2025 and has held it in 5 quarters since. The position peaked at $47.8K in Q1 2026. 497 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Investment Research & Advisory Group held 900 shares of Exelon worth $43.1K as of Q2 2026.
  • Investment Research & Advisory Group left its Exelon share count unchanged in Q2 2026.
  • Exelon made up 0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #147 holding.
  • Investment Research & Advisory Group first reported a position in Exelon in Q2 2025 and has held it in 5 quarters since.
  • Investment Research & Advisory Group's Exelon position peaked at $47.8K in Q1 2026.
  • 497 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.