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Millstone Evans Group’s Exelon EXC Stock Holding History

Millstone Evans Group’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 		$35K Hold
750
– – 0.02% 417
2026
Q1 		$36.8K Hold
750
– – 0.02% 383
2025
Q4 		$32.7K Hold
750
– – 0.02% 409
2025
Q3 		$33.8K Hold
750
– – 0.02% 389
2025
Q2 		$32.6K Hold
750
– – 0.02% 381
2025
Q1 		$34.6K Hold
750
– – 0.02% 361
2024
Q4 		$28.2K Buy
+750
New +$29.1K 0.02% 382

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Millstone Evans Group's EXC Position: Q2 2026 in Review

Millstone Evans Group held its Exelon (EXC) position steady in Q2 2026 at 750 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #417.

Millstone Evans Group first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.8K in Q1 2026. 1,079 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Millstone Evans Group held 750 shares of Exelon worth $35K as of Q2 2026.
  • Millstone Evans Group left its Exelon share count unchanged in Q2 2026.
  • Exelon made up 0.02% of Millstone Evans Group's portfolio in Q2 2026, its #417 holding.
  • Millstone Evans Group first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Exelon position peaked at $36.8K in Q1 2026.
  • 1,079 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.