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New England Capital Financial Advisors’s Exelon EXC Stock Holding History

New England Capital Financial Advisors’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 		$958 Buy
21
+1
+5% +$46 ﹤0.01% 387
2026
Q1 		$998 Hold
20
– – ﹤0.01% 376
2025
Q4 		$880 Buy
+20
New +$913 ﹤0.01% 373

Other funds holding EXC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
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

New England Capital Financial Advisors's EXC Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Exelon (EXC) stake by 5% in Q2 2026, buying an estimated $46 and bringing the position to 21 shares worth $958. The position accounts for ﹤0.01% of the portfolio, ranked #387.

New England Capital Financial Advisors first reported a position in EXC in Q4 2025 and has held it in 3 quarters since. The position peaked at $998 in Q1 2026. 391 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • New England Capital Financial Advisors held 21 shares of Exelon worth $958 as of Q2 2026.
  • New England Capital Financial Advisors bought 1 Exelon share in Q2 2026, an estimated $46.
  • Exelon made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #387 holding.
  • New England Capital Financial Advisors first reported a position in Exelon in Q4 2025 and has held it in 3 quarters since.
  • New England Capital Financial Advisors's Exelon position peaked at $998 in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.