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Lantz Financial’s Exelon EXC Stock Holding History

Lantz Financial’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 		$469K Buy
10,057
+45
+0.4% +$2.08K 0.09% 182
2026
Q1 		$491K Buy
10,012
+57
+0.6% +$2.65K 0.1% 166
2025
Q4 		$434K Sell
9,955
-20
-0.2% -$913 0.09% 178
2025
Q3 		$449K Buy
9,975
+1,036
+12% +$45.5K 0.1% 165
2025
Q2 		$388K Buy
8,939
+214
+2% +$9.53K 0.1% 164
2025
Q1 		$402K Sell
8,725
-53
-0.6% -$2.21K 0.11% 156
2024
Q4 		$330K Buy
8,778
+73
+0.8% +$2.83K 0.09% 168
2024
Q3 		$353K Buy
8,705
+84
+1% +$3.16K 0.1% 165
2024
Q2 		$298K Sell
8,621
-3,991
-32% -$147K 0.09% 170
2024
Q1 		$474K Sell
12,612
-362
-3% -$12.9K 0.15% 133
2023
Q4 		$466K Buy
12,974
+1,362
+12% +$52.5K 0.17% 125
2023
Q3 		$439K Sell
11,612
-207
-2% -$8.43K 0.17% 120
2023
Q2 		$481K Buy
11,819
+11
+0.1% +$455 0.19% 111
2023
Q1 		$495K Sell
11,808
-238
-2% -$9.92K 0.21% 109
2022
Q4 		$521K Buy
12,046
+400
+3% +$15.8K 0.24% 103
2022
Q3 		$436K Buy
11,646
+542
+5% +$24K 0.23% 103
2022
Q2 		$503K Buy
11,104
+600
+6% +$28.2K 0.23% 99
2022
Q1 		$500K Sell
10,504
-3,942
-27% -$167K 0.2% 105
2021
Q4 		$595K Buy
14,446
+233
+2% +$8.78K 0.27% 85
2021
Q3 		$490K Buy
14,213
+981
+7% +$33.5K 0.25% 94
2021
Q2 		$418K Hold
13,232
– – 0.21% 94
2021
Q1 		$413K Hold
13,232
– – 0.23% 85
2020
Q4 		$398K Sell
13,232
-959
-7% -$28.3K 0.25% 84
2020
Q3 		$362K Buy
14,191
+118
+0.8% +$3.13K 0.24% 83
2020
Q2 		$364K Hold
14,073
– – 0.26% 81
2020
Q1 		$369K Hold
14,073
– – 0.29% 79
2019
Q4 		$458K Sell
14,073
-140
-1% -$4.53K 0.27% 82
2019
Q3 		$483K Hold
14,213
– – 0.33% 78
2019
Q2 		$495K Buy
14,213
+560
+4% +$19.8K 0.34% 75
2019
Q1 		$488K Buy
+13,653
New +$465K 0.35% 69

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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

Lantz Financial's EXC Position: Q2 2026 in Review

Lantz Financial increased its Exelon (EXC) stake by 0.45% in Q2 2026, buying an estimated $2.08K and bringing the position to 10,057 shares worth $469K. The position accounts for 0.09% of the portfolio, ranked #182.

Lantz Financial first reported a position in EXC in Q1 2019 and has held it in 30 quarters since. The position peaked at $595K in Q4 2021. 257 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Lantz Financial held 10,057 shares of Exelon worth $469K as of Q2 2026.
  • Lantz Financial bought 45 Exelon shares in Q2 2026, an estimated $2.08K.
  • Exelon made up 0.09% of Lantz Financial's portfolio in Q2 2026, its #182 holding.
  • Lantz Financial first reported a position in Exelon in Q1 2019 and has held it in 30 quarters since.
  • Lantz Financial's Exelon position peaked at $595K in Q4 2021.
  • 257 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.