Morton Brown Family Wealth’s Exelon EXC Stock Holding History

Morton Brown Family Wealth’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	$420	Buy	+9	New	+$416	﹤0.01%	393
2022 Q1	–	Sell	-57	Closed	-$2K	–	166
2021 Q4	$2K	Buy	+57	New	+$2.15K	﹤0.01%	163

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Morton Brown Family Wealth's EXC Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in Exelon (EXC) in Q2 2026: 9 shares worth $420. The stake represents ﹤0.01% of the portfolio and ranks #393 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in EXC as recently as Q4 2021.

Morton Brown Family Wealth first reported a position in EXC in Q4 2021 and has held it in 2 quarters since. The position peaked at $2K in Q4 2021. 321 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Morton Brown Family Wealth held 9 shares of Exelon worth $420 as of Q2 2026.
Exelon was a new Morton Brown Family Wealth position in Q2 2026.
Exelon made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #393 holding.
Morton Brown Family Wealth first reported a position in Exelon in Q4 2021 and has held it in 2 quarters since.
Morton Brown Family Wealth's Exelon position peaked at $2K in Q4 2021.
321 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.