Moisand Fitzgerald Tamayo’s Exelon EXC Stock Holding History

Moisand Fitzgerald Tamayo’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	$30.6K	Hold	656	–	–	﹤0.01%	247
2026 Q1	$32.2K	Hold	656	–	–	﹤0.01%	236
2025 Q4	$28.6K	Hold	656	–	–	﹤0.01%	251
2025 Q3	$29.5K	Hold	656	–	–	﹤0.01%	243
2025 Q2	$28.5K	Hold	656	–	–	﹤0.01%	242
2025 Q1	$30.2K	Hold	656	–	–	﹤0.01%	235
2024 Q4	$24.7K	Hold	656	–	–	﹤0.01%	253
2024 Q3	$26.6K	Hold	656	–	–	﹤0.01%	253
2024 Q2	$22.7K	Hold	656	–	–	﹤0.01%	234
2024 Q1	$24.6K	Hold	656	–	–	﹤0.01%	229
2023 Q4	$23.6K	Sell	656 -159	-20%	-$6.12K	﹤0.01%	240
2023 Q3	$30.8K	Hold	815	–	–	0.01%	217
2023 Q2	$33.2K	Hold	815	–	–	0.01%	207
2023 Q1	$34.1K	Hold	815	–	–	0.01%	212
2022 Q4	$35.2K	Buy	815 +265	+48%	+$10.5K	0.01%	195
2022 Q3	$21K	Buy	550 +159	+41%	+$7.03K	0.01%	226
2022 Q2	$18K	Hold	391	–	–	﹤0.01%	232
2022 Q1	$19K	Sell	391 -157	-29%	-$6.65K	0.01%	140
2021 Q4	$23K	Hold	548	–	–	0.01%	199
2021 Q3	$19K	Hold	548	–	–	0.01%	201
2021 Q2	$17K	Hold	548	–	–	0.01%	218
2021 Q1	$17K	Sell	548 -196	-26%	-$5.89K	0.01%	178
2020 Q4	$22K	Hold	744	–	–	0.01%	165
2020 Q3	$19K	Hold	744	–	–	0.01%	162
2020 Q2	$19K	Hold	744	–	–	0.01%	154
2020 Q1	$20K	Buy	744 +196	+36%	+$6.16K	0.01%	147
2019 Q4	$18K	Hold	548	–	–	0.01%	167
2019 Q3	$19K	Hold	548	–	–	0.01%	161
2019 Q2	$19K	Hold	548	–	–	0.01%	160
2019 Q1	$20K	Hold	548	–	–	0.01%	160
2018 Q4	$18K	Hold	548	–	–	0.01%	160
2018 Q3	$17K	Hold	548	–	–	0.01%	179
2018 Q2	$17K	Hold	548	–	–	0.01%	164
2018 Q1	$15K	Hold	548	–	–	0.01%	180
2017 Q4	$15K	Hold	548	–	–	0.01%	173
2017 Q3	$15K	Buy	+548	New	+$14.7K	0.01%	182
2016 Q2	–	Sell	-548	Closed	-$14K	–	97
2016 Q1	$14K	Hold	548	–	–	0.01%	145
2015 Q4	$11K	Buy	+548	New	+$11.1K	0.01%	144

Other funds holding EXC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

Moisand Fitzgerald Tamayo's EXC Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Exelon (EXC) position steady in Q2 2026 at 656 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Moisand Fitzgerald Tamayo first reported a position in EXC in Q4 2015 and has held it in 38 quarters since. The position peaked at $35.2K in Q4 2022. 257 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Moisand Fitzgerald Tamayo held 656 shares of Exelon worth $30.6K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Exelon share count unchanged in Q2 2026.
Exelon made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #247 holding.
Moisand Fitzgerald Tamayo first reported a position in Exelon in Q4 2015 and has held it in 38 quarters since.
Moisand Fitzgerald Tamayo's Exelon position peaked at $35.2K in Q4 2022.
257 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.