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Marshall Financial Group (Maryland)’s Exelon EXC Stock Holding History

Marshall Financial Group (Maryland)’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 		$363K Hold
7,795
– – 0.05% 236
2026
Q1 		$382K Hold
7,795
– – 0.06% 222
2025
Q4 		$340K Hold
7,795
– – 0.07% 230
2025
Q3 		$351K Hold
7,795
– – 0.07% 203
2025
Q2 		$337K Hold
7,795
– – 0.07% 204
2025
Q1 		$359K Sell
7,795
-378
-5% -$15.8K 0.08% 179
2024
Q4 		$308K Buy
8,173
+94
+1% +$3.65K 0.07% 180
2024
Q3 		$328K Sell
8,079
-6,305
-44% -$237K 0.08% 174
2024
Q2 		$498K Sell
14,384
-3,289
-19% -$121K 0.14% 129
2024
Q1 		$664K Sell
17,673
-573
-3% -$20.5K 0.19% 119
2023
Q4 		$655K Buy
18,246
+272
+2% +$10.5K 0.21% 119
2023
Q3 		$679K Hold
17,974
– – 0.24% 110
2023
Q2 		$732K Hold
17,974
– – 0.25% 108
2023
Q1 		$753K Sell
17,974
-459
-2% -$19.1K 0.27% 102
2022
Q4 		$797K Buy
18,433
+7,111
+63% +$281K 0.31% 109
2022
Q3 		$424K Hold
11,322
– – 0.18% 134
2022
Q2 		$513K Hold
11,322
– – 0.21% 134
2022
Q1 		$539K Sell
11,322
-4,551
-29% -$193K 0.22% 141
2021
Q4 		$654K Hold
15,873
– – 0.24% 138
2021
Q3 		$547K Hold
15,873
– – 0.28% 119
2021
Q2 		$502K Hold
15,873
– – 0.27% 121
2021
Q1 		$495K Sell
15,873
-5,557
-26% -$167K 0.3% 98
2020
Q4 		$645K Buy
+21,430
New +$632K 0.42% 80

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AP
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Marshall Financial Group (Maryland)'s EXC Position: Q2 2026 in Review

Marshall Financial Group (Maryland) held its Exelon (EXC) position steady in Q2 2026 at 7,795 shares worth $363K. The position accounts for 0.05% of the portfolio, ranked #236.

Marshall Financial Group (Maryland) first reported a position in EXC in Q4 2020 and has held it in 23 quarters since. The position peaked at $797K in Q4 2022. 758 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Marshall Financial Group (Maryland) held 7,795 shares of Exelon worth $363K as of Q2 2026.
  • Marshall Financial Group (Maryland) left its Exelon share count unchanged in Q2 2026.
  • Exelon made up 0.05% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #236 holding.
  • Marshall Financial Group (Maryland) first reported a position in Exelon in Q4 2020 and has held it in 23 quarters since.
  • Marshall Financial Group (Maryland)'s Exelon position peaked at $797K in Q4 2022.
  • 758 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.