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Nvest Wealth Strategies’s Exelon EXC Stock Holding History

Nvest Wealth Strategies’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 		$840 Buy
18
+9
+100% +$416 ﹤0.01% 232
2026
Q1 		$442 Buy
+9
New +$419 ﹤0.01% 303

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AP
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nvest Wealth Strategies's EXC Position: Q2 2026 in Review

Nvest Wealth Strategies increased its Exelon (EXC) stake by 100% in Q2 2026, buying an estimated $416 and bringing the position to 18 shares worth $840. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Nvest Wealth Strategies first reported a position in EXC in Q1 2026 and has held it in 2 quarters since. 758 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Nvest Wealth Strategies held 18 shares of Exelon worth $840 as of Q2 2026.
  • Nvest Wealth Strategies bought 9 Exelon shares in Q2 2026, an estimated $416.
  • Exelon made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #232 holding.
  • Nvest Wealth Strategies first reported a position in Exelon in Q1 2026 and has held it in 2 quarters since.
  • 758 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.