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MassMutual Private Wealth & Trust’s Exelon EXC Stock Holding History

MassMutual Private Wealth & Trust’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 		$148K Buy
3,167
+84
+3% +$3.89K ﹤0.01% 506
2026
Q1 		$151K Sell
3,083
-391
-11% -$18.2K ﹤0.01% 489
2025
Q4 		$151K Sell
3,474
-13
-0.4% -$593 ﹤0.01% 501
2025
Q3 		$157K Sell
3,487
-484
-12% -$21.3K ﹤0.01% 489
2025
Q2 		$172K Sell
3,971
-48
-1% -$2.14K ﹤0.01% 466
2025
Q1 		$185K Buy
4,019
+354
+10% +$14.8K 0.01% 442
2024
Q4 		$138K Sell
3,665
-304
-8% -$11.8K ﹤0.01% 514
2024
Q3 		$161K Buy
3,969
+493
+14% +$18.5K ﹤0.01% 441
2024
Q2 		$120K Buy
3,476
+605
+21% +$22.3K ﹤0.01% 484
2024
Q1 		$108K Buy
2,871
+603
+27% +$21.5K ﹤0.01% 465
2023
Q4 		$81.4K Sell
2,268
-640
-22% -$24.6K ﹤0.01% 503
2023
Q3 		$110K Buy
2,908
+147
+5% +$5.99K ﹤0.01% 434
2023
Q2 		$112K Buy
2,761
+532
+24% +$22K ﹤0.01% 421
2023
Q1 		$93.4K Buy
2,229
+1,270
+132% +$52.9K ﹤0.01% 429
2022
Q4 		$41K Sell
959
-3,105
-76% -$123K ﹤0.01% 506
2022
Q3 		$152K Buy
4,064
+2,867
+240% +$127K 0.01% 348
2022
Q2 		$54K Buy
1,197
+292
+32% +$13.7K ﹤0.01% 457
2022
Q1 		$43K Buy
905
+297
+49% +$12.6K ﹤0.01% 482
2021
Q4 		$25K Buy
608
+164
+37% +$6.18K ﹤0.01% 573
2021
Q3 		$15K Buy
444
+210
+90% +$7.18K ﹤0.01% 638
2021
Q2 		$7K Buy
234
+181
+342% +$5.83K ﹤0.01% 755
2021
Q1 		$2K Sell
53
-1,505
-97% -$45.2K ﹤0.01% 864
2020
Q4 		$47K Sell
1,558
-615
-28% -$18.1K ﹤0.01% 447
2020
Q3 		$55K Buy
2,173
+2,092
+2,583% +$55.5K ﹤0.01% 409
2020
Q2 		$2K Buy
81
+80
+8,000% +$2.12K ﹤0.01% 657
2020
Q1 		$0 Sell
1
-2,959
-100% -$93.1K ﹤0.01% 703
2019
Q4 		$96K Sell
2,960
-71
-2% -$2.3K 0.01% 389
2019
Q3 		$104K Buy
3,031
+2,326
+330% +$78.1K 0.01% 376
2019
Q2 		$24K Hold
705
– – ﹤0.01% 479
2019
Q1 		$25.2K Buy
+705
New +$24K ﹤0.01% 489
2018
Q4 		– Sell
-32
Closed -$1.02K – 997
2018
Q3 		$1K Hold
32
– – ﹤0.01% 897
2018
Q2 		$980 Sell
32
-112
-78% -$3.21K ﹤0.01% 1007
2018
Q1 		$4.02K Sell
144
-167
-54% -$4.51K ﹤0.01% 748
2017
Q4 		$8.75K Sell
311
-2,086
-87% -$59.9K ﹤0.01% 622
2017
Q3 		$64.4K Buy
2,397
+9
+0.4% +$241 0.01% 477
2017
Q2 		$61.4K Hold
2,388
– – 0.01% 446
2017
Q1 		$61.3K Hold
2,388
– – 0.01% 447
2016
Q4 		$60.4K Buy
+2,388
New +$56.6K 0.01% 336
2016
Q2 		$61.9K Hold
2,388
– – 0.01% 385
2016
Q1 		$61.1K Hold
2,388
– – 0.01% 357
2015
Q4 		$47.3K Sell
2,388
-5,006
-68% -$101K 0.01% 365
2015
Q3 		$180K Sell
7,394
-24,234
-77% -$545K 0.04% 268
2015
Q2 		$823K Buy
31,628
+28,394
+878% +$680K 0.18% 127
2015
Q1 		$77.5K Sell
3,234
-3,142
-49% -$77.8K 0.01% 343
2014
Q4 		$169K Sell
6,376
-1,018
-14% -$26.1K 0.05% 195
2014
Q3 		$180K Sell
7,394
-24,046
-76% -$563K 0.04% 265
2014
Q2 		$818K Sell
31,440
-4,455
-12% -$114K 0.32% 76
2014
Q1 		$859K Buy
35,895
+12,253
+52% +$258K 0.5% 55
2013
Q4 		$462K Buy
+23,642
New +$476K 0.42% 50

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

MassMutual Private Wealth & Trust's EXC Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Exelon (EXC) stake by 2.7% in Q2 2026, buying an estimated $3.89K and bringing the position to 3,167 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

MassMutual Private Wealth & Trust first reported a position in EXC in Q4 2013 and has held it in 49 quarters since. The position peaked at $859K in Q1 2014. 537 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • MassMutual Private Wealth & Trust held 3,167 shares of Exelon worth $148K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 84 Exelon shares in Q2 2026, an estimated $3.89K.
  • Exelon made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #506 holding.
  • MassMutual Private Wealth & Trust first reported a position in Exelon in Q4 2013 and has held it in 49 quarters since.
  • MassMutual Private Wealth & Trust's Exelon position peaked at $859K in Q1 2014.
  • 537 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.