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LRI Investments’s Exelon EXC Stock Holding History

LRI Investments’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 		$46.3K Buy
994
+386
+63% +$17.9K ﹤0.01% 568
2026
Q1 		$29.8K Buy
608
+422
+227% +$19.6K ﹤0.01% 607
2025
Q4 		$8.11K Sell
186
-392
-68% -$17.9K ﹤0.01% 926
2025
Q3 		$26K Buy
578
+392
+211% +$17.2K ﹤0.01% 667
2025
Q2 		$8.08K Buy
+186
New +$8.28K ﹤0.01% 892

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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

LRI Investments's EXC Position: Q2 2026 in Review

LRI Investments increased its Exelon (EXC) stake by 63% in Q2 2026, buying an estimated $17.9K and bringing the position to 994 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

LRI Investments first reported a position in EXC in Q2 2025 and has held it in 5 quarters since. 537 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • LRI Investments held 994 shares of Exelon worth $46.3K as of Q2 2026.
  • LRI Investments bought 386 Exelon shares in Q2 2026, an estimated $17.9K.
  • Exelon made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #568 holding.
  • LRI Investments first reported a position in Exelon in Q2 2025 and has held it in 5 quarters since.
  • 537 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.