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Midwest Trust’s Exelon EXC Stock Holding History

Midwest 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 		$2.5M Sell
53,622
-1,204
-2% -$55.7K 0.03% 277
2026
Q1 		$2.69M Sell
54,826
-915
-2% -$42.6K 0.03% 260
2025
Q4 		$2.43M Sell
55,741
-732
-1% -$33.4K 0.03% 263
2025
Q3 		$2.54M Sell
56,473
-351
-0.6% -$15.4K 0.03% 259
2025
Q2 		$2.47M Buy
+56,824
New +$2.53M 0.03% 264

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Midwest Trust's EXC Position: Q2 2026 in Review

Midwest Trust reduced its Exelon (EXC) stake by 2.2% in Q2 2026, selling an estimated $55.7K and leaving 53,622 shares worth $2.5M. The position accounts for 0.03% of the portfolio, ranked #277.

Midwest Trust first reported a position in EXC in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.69M in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Midwest Trust held 53,622 shares of Exelon worth $2.5M as of Q2 2026.
  • Midwest Trust sold 1,204 Exelon shares in Q2 2026, an estimated $55.7K.
  • Exelon made up 0.03% of Midwest Trust's portfolio in Q2 2026, its #277 holding.
  • Midwest Trust first reported a position in Exelon in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's Exelon position peaked at $2.69M in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.