LGT Group Foundation’s Exelon EXC Stock Holding History

LGT Group Foundation’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	$417K	Sell	8,947 -9	-0.1%	-$416	﹤0.01%	230
2026 Q1	$439K	Buy	8,956 +9	+0.1%	+$419	0.01%	227
2025 Q4	$393K	Hold	8,947	–	–	﹤0.01%	238
2025 Q3	$403K	Sell	8,947 -3,700	-29%	-$163K	﹤0.01%	239
2025 Q2	$549K	Hold	12,647	–	–	0.01%	227
2025 Q1	$583K	Hold	12,647	–	–	0.01%	221
2024 Q4	$476K	Sell	12,647 -6,501	-34%	-$252K	0.01%	218
2024 Q3	$784K	Buy	19,148 +10,201	+114%	+$384K	0.01%	218
2024 Q2	$310K	Buy	8,947 +1,565	+21%	+$57.8K	﹤0.01%	239
2024 Q1	$277K	Buy	+7,382	New	+$264K	0.01%	222
2022 Q2	–	Sell	-56,149	Closed	-$2.68M	–	272
2022 Q1	$2.68M	Sell	56,149 -769	-1%	-$32.6K	0.06%	177
2021 Q4	$2.35M	Buy	+56,918	New	+$2.14M	0.06%	179

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

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

LGT Group Foundation's EXC Position: Q2 2026 in Review

LGT Group Foundation reduced its Exelon (EXC) stake by 0.1% in Q2 2026, selling an estimated $416 and leaving 8,947 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

LGT Group Foundation first reported a position in EXC in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.68M in Q1 2022. 818 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

LGT Group Foundation held 8,947 shares of Exelon worth $417K as of Q2 2026.
LGT Group Foundation sold 9 Exelon shares in Q2 2026, an estimated $416.
Exelon made up ﹤0.01% of LGT Group Foundation's portfolio in Q2 2026, its #230 holding.
LGT Group Foundation first reported a position in Exelon in Q4 2021 and has held it in 12 quarters since.
LGT Group Foundation's Exelon position peaked at $2.68M in Q1 2022.
818 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on LGT Group Foundation's 13F filing for Q2 2026, filed 10 Aug 2026.