Lakeside Advisors’s Exelon EXC Stock Holding History

Lakeside 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	$592K	Sell	12,708 -900	-7%	-$41.6K	0.37%	43
2026 Q1	$667K	Sell	13,608 -250	-2%	-$11.6K	0.45%	37
2025 Q4	$604K	Sell	13,858 -150	-1%	-$6.85K	0.39%	40
2025 Q3	$631K	Sell	14,008 -1,150	-8%	-$50.5K	0.4%	36
2025 Q2	$658K	Sell	15,158 -200	-1%	-$8.9K	0.42%	36
2025 Q1	$708K	Sell	15,358 -900	-6%	-$37.6K	0.47%	31
2024 Q4	$612K	Sell	16,258 -100	-0.6%	-$3.88K	0.4%	35
2024 Q3	$663K	Hold	16,358	–	–	0.42%	36
2024 Q2	$566K	Sell	16,358 -700	-4%	-$25.8K	0.37%	39
2024 Q1	$641K	Sell	17,058 -200	-1%	-$7.15K	0.41%	37
2023 Q4	$620K	Hold	17,258	–	–	0.43%	34
2023 Q3	$652K	Sell	17,258 -200	-1%	-$8.15K	0.5%	34
2023 Q2	$711K	Sell	17,458 -450	-3%	-$18.6K	0.52%	34
2023 Q1	$750K	Hold	17,908	–	–	0.58%	32
2022 Q4	$774K	Hold	17,908	–	–	0.63%	30
2022 Q3	$671K	Sell	17,908 -100	-0.6%	-$4.42K	0.6%	30
2022 Q2	$816K	Sell	18,008 -245	-1%	-$11.5K	0.69%	27
2022 Q1	$869K	Sell	18,253 -7,338	-29%	-$311K	0.66%	26
2021 Q4	$1.05M	Buy	+25,591	New	+$964K	0.78%	25

Other funds holding EXC

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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

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

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

Lakeside Advisors's EXC Position: Q2 2026 in Review

Lakeside Advisors reduced its Exelon (EXC) stake by 6.6% in Q2 2026, selling an estimated $41.6K and leaving 12,708 shares worth $592K. The position accounts for 0.37% of the portfolio, ranked #43.

Lakeside Advisors first reported a position in EXC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.05M in Q4 2021. 656 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Lakeside Advisors held 12,708 shares of Exelon worth $592K as of Q2 2026.
Lakeside Advisors sold 900 Exelon shares in Q2 2026, an estimated $41.6K.
Exelon made up 0.37% of Lakeside Advisors's portfolio in Q2 2026, its #43 holding.
Lakeside Advisors first reported a position in Exelon in Q4 2021 and has held it in 19 quarters since.
Lakeside Advisors's Exelon position peaked at $1.05M in Q4 2021.
656 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.