Mowery & Schoenfeld Wealth Management’s Exelon EXC Stock Holding History

Mowery & Schoenfeld Wealth Management’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	$161K	Hold	3,454	–	–	0.22%	73
2026 Q1	$169K	Sell	3,454 -117	-3%	-$5.44K	0.26%	62
2025 Q4	$156K	Buy	3,571 +2,773	+347%	+$127K	0.23%	69
2025 Q3	$35.9K	Hold	798	–	–	0.06%	139
2025 Q2	$34.7K	Hold	798	–	–	0.05%	140
2025 Q1	$36.8K	Sell	798 -41	-5%	-$1.71K	0.07%	155
2024 Q4	$31.6K	Buy	839 +326	+64%	+$12.6K	0.06%	146
2024 Q3	$20.8K	Hold	513	–	–	0.03%	151
2024 Q2	$17.8K	Hold	513	–	–	0.03%	147
2024 Q1	$19.3K	Buy	+513	New	+$18.3K	0.04%	106

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

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

Mowery & Schoenfeld Wealth Management's EXC Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Exelon (EXC) position steady in Q2 2026 at 3,454 shares worth $161K. The position accounts for 0.22% of the portfolio, ranked #73.

Mowery & Schoenfeld Wealth Management first reported a position in EXC in Q1 2024 and has held it in 10 quarters since. The position peaked at $169K in Q1 2026. 818 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 3,454 shares of Exelon worth $161K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Exelon share count unchanged in Q2 2026.
Exelon made up 0.22% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #73 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Exelon in Q1 2024 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's Exelon position peaked at $169K in Q1 2026.
818 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.