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Morton Community Bank’s Exelon EXC Stock Holding History

Morton Community Bank’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 		$448K Hold
9,601
– – 0.09% 101
2026
Q1 		$471K Buy
9,601
+50
+0.5% +$2.33K 0.1% 97
2025
Q4 		$428K Sell
9,551
-2,709
-22% -$124K 0.09% 101
2025
Q3 		$565K Sell
12,260
-64,952
-84% -$2.85M 0.13% 99
2025
Q2 		$3.35M Buy
77,212
+2,565
+3% +$114K 0.83% 68
2025
Q1 		$3.44M Sell
74,647
-1,505
-2% -$62.9K 0.9% 59
2024
Q4 		$2.87M Sell
76,152
-600
-0.8% -$23.3K 0.76% 73
2024
Q3 		$3.11M Sell
76,752
-1,301
-2% -$48.9K 0.81% 75
2024
Q2 		$2.7M Buy
78,053
+811
+1% +$29.9K 0.76% 78
2024
Q1 		$2.9M Buy
77,242
+5,385
+7% +$192K 0.84% 73
2023
Q4 		$2.58M Buy
+71,857
New +$2.77M 0.84% 72

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

Morton Community Bank's EXC Position: Q2 2026 in Review

Morton Community Bank held its Exelon (EXC) position steady in Q2 2026 at 9,601 shares worth $448K. The position accounts for 0.09% of the portfolio, ranked #101.

Morton Community Bank first reported a position in EXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.44M in Q1 2025. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Morton Community Bank held 9,601 shares of Exelon worth $448K as of Q2 2026.
  • Morton Community Bank left its Exelon share count unchanged in Q2 2026.
  • Exelon made up 0.09% of Morton Community Bank's portfolio in Q2 2026, its #101 holding.
  • Morton Community Bank first reported a position in Exelon in Q4 2023 and has held it in 11 quarters since.
  • Morton Community Bank's Exelon position peaked at $3.44M in Q1 2025.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Morton Community Bank's 13F filing for Q2 2026, filed 14 Aug 2026.