Narwhal Capital Management’s Exelon EXC Stock Holding History

Narwhal Capital 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	$1.72M	Hold	36,855	–	–	0.12%	89
2026 Q1	$1.81M	Sell	36,855 -275	-0.7%	-$12.8K	0.13%	85
2025 Q4	$1.62M	Sell	37,130 -50	-0.1%	-$2.28K	0.12%	85
2025 Q3	$1.67M	Sell	37,180 -5,000	-12%	-$220K	0.12%	87
2025 Q2	$1.83M	Sell	42,180 -5,000	-11%	-$223K	0.15%	86
2025 Q1	$2.17M	Hold	47,180	–	–	0.19%	84
2024 Q4	$1.78M	Hold	47,180	–	–	0.16%	86
2024 Q3	$1.91M	Hold	47,180	–	–	0.17%	80
2024 Q2	$1.63M	Hold	47,180	–	–	0.15%	84
2024 Q1	$1.77M	Hold	47,180	–	–	0.17%	87
2023 Q4	$1.69M	Hold	47,180	–	–	0.19%	85
2023 Q3	$1.78M	Sell	47,180 -3	-0%	-$122	0.22%	81
2023 Q2	$1.92M	Hold	47,183	–	–	0.23%	78
2023 Q1	$1.98M	Hold	47,183	–	–	0.25%	81
2022 Q4	$2.04M	Sell	47,183 -40	-0.1%	-$1.58K	0.27%	79
2022 Q3	$1.77M	Hold	47,223	–	–	0.26%	78
2022 Q2	$2.14M	Hold	47,223	–	–	0.29%	70
2022 Q1	$2.25M	Sell	47,223 -19,054	-29%	-$807K	0.26%	73
2021 Q4	$2.73M	Hold	66,277	–	–	0.31%	67
2021 Q3	$2.29M	Sell	66,277 -115	-0.2%	-$3.93K	0.29%	69
2021 Q2	$2.1M	Buy	66,392 +421	+0.6%	+$13.6K	0.26%	72
2021 Q1	$2.06M	Sell	65,971 -3,456	-5%	-$104K	0.28%	73
2020 Q4	$2.09M	Hold	69,427	–	–	0.3%	71
2020 Q3	$1.77M	Sell	69,427 -2,103	-3%	-$55.8K	0.29%	70
2020 Q2	$1.85M	Sell	71,530 -1,682	-2%	-$44.7K	0.32%	67
2020 Q1	$1.92M	Sell	73,212 -17,582	-19%	-$553K	0.41%	60
2019 Q4	$2.95M	Hold	90,794	–	–	0.54%	55
2019 Q3	$3.13M	Sell	90,794 -1,542	-2%	-$51.8K	0.63%	51
2019 Q2	$3.16M	Sell	92,336 -2,804	-3%	-$99K	0.65%	52
2019 Q1	$3.4M	Sell	95,140 -189	-0.2%	-$6.44K	0.74%	45
2018 Q4	$3.07M	Hold	95,329	–	–	0.76%	45
2018 Q3	$2.97M	Sell	95,329 -561	-0.6%	-$17.3K	0.65%	52
2018 Q2	$2.91M	Hold	95,890	–	–	0.68%	50
2018 Q1	$2.67M	Sell	95,890 -11,272	-11%	-$304K	0.62%	59
2017 Q4	$3.01M	Sell	107,162 -4,907	-4%	-$141K	0.69%	52
2017 Q3	$3.01M	Sell	112,069 -22,810	-17%	-$610K	0.75%	46
2017 Q2	$3.47M	Hold	134,879	–	–	0.9%	39
2017 Q1	$3.46M	Sell	134,879 -4,627	-3%	-$118K	0.96%	32
2016 Q4	$3.53M	Sell	139,506 -6,050	-4%	-$143K	1.06%	28
2016 Q3	$3.46M	Hold	145,556	–	–	1.08%	26
2016 Q2	$3.77M	Sell	145,556 -49	-0%	-$1.21K	1.19%	23
2016 Q1	$3.72M	Buy	145,605 +1,704	+1%	+$38.2K	1.22%	20
2015 Q4	$2.85M	Buy	143,901 +7,381	+5%	+$150K	0.99%	33
2015 Q3	$2.89M	Buy	136,520 +1,718	+1%	+$38.6K	1.08%	26
2015 Q2	$3.02M	Buy	134,802 +841	+0.6%	+$20.1K	1.1%	24
2015 Q1	$3.21M	Buy	133,961 +80,531	+151%	+$1.99M	1.17%	23
2014 Q4	$1.41M	Sell	53,430 -11,791	-18%	-$303K	0.55%	68
2014 Q3	$1.59M	Sell	65,221 -421	-0.6%	-$9.86K	0.64%	57
2014 Q2	$1.71M	Sell	65,642 -8,412	-11%	-$215K	0.65%	57
2014 Q1	$1.77M	Hold	74,054	–	–	0.74%	51
2013 Q4	$1.45M	Sell	74,054 -29,372	-28%	-$591K	0.6%	61
2013 Q3	$2.19M	Sell	103,426 -1,331	-1%	-$29.1K	1.05%	22
2013 Q2	$2.31M	Buy	+104,757	New	+$2.54M	1.11%	19

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

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 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

Narwhal Capital Management's EXC Position: Q2 2026 in Review

Narwhal Capital Management held its Exelon (EXC) position steady in Q2 2026 at 36,855 shares worth $1.72M. The position accounts for 0.12% of the portfolio, ranked #89.

Narwhal Capital Management first reported a position in EXC in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.77M in Q2 2016. 363 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Narwhal Capital Management held 36,855 shares of Exelon worth $1.72M as of Q2 2026.
Narwhal Capital Management left its Exelon share count unchanged in Q2 2026.
Exelon made up 0.12% of Narwhal Capital Management's portfolio in Q2 2026, its #89 holding.
Narwhal Capital Management first reported a position in Exelon in Q2 2013 and has held it in 53 quarters since.
Narwhal Capital Management's Exelon position peaked at $3.77M in Q2 2016.
363 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.