Northstar Advisory Group’s Exelon EXC Stock Holding History

Northstar Advisory Group’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	$257K	Buy	5,505 +181	+3%	+$8.37K	0.08%	108
2026 Q1	$261K	Sell	5,324 -271	-5%	-$12.6K	0.1%	102
2025 Q4	$244K	Buy	5,595 +76	+1%	+$3.47K	0.09%	102
2025 Q3	$248K	Sell	5,519 -316	-5%	-$13.9K	0.1%	99
2025 Q2	$253K	Buy	5,835 +20	+0.3%	+$890	0.12%	91
2025 Q1	$268K	Buy	+5,815	New	+$243K	0.18%	83

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Northstar Advisory Group's EXC Position: Q2 2026 in Review

Northstar Advisory Group increased its Exelon (EXC) stake by 3.4% in Q2 2026, buying an estimated $8.37K and bringing the position to 5,505 shares worth $257K. The position accounts for 0.08% of the portfolio, ranked #108.

Northstar Advisory Group first reported a position in EXC in Q1 2025 and has held it in 6 quarters since. The position peaked at $268K in Q1 2025. 537 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Northstar Advisory Group held 5,505 shares of Exelon worth $257K as of Q2 2026.
Northstar Advisory Group bought 181 Exelon shares in Q2 2026, an estimated $8.37K.
Exelon made up 0.08% of Northstar Advisory Group's portfolio in Q2 2026, its #108 holding.
Northstar Advisory Group first reported a position in Exelon in Q1 2025 and has held it in 6 quarters since.
Northstar Advisory Group's Exelon position peaked at $268K in Q1 2025.
537 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.