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OneDigital Investment Advisors’s Exelon EXC Stock Holding History

OneDigital Investment 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 		$421K Buy
9,035
+2,495
+38% +$115K ﹤0.01% 1115
2026
Q1 		$321K Sell
6,540
-1,103
-14% -$51.3K ﹤0.01% 1150
2025
Q4 		$333K Sell
7,643
-90
-1% -$4.11K ﹤0.01% 1150
2025
Q3 		$348K Sell
7,733
-399
-5% -$17.5K ﹤0.01% 1098
2025
Q2 		$353K Buy
8,132
+41
+0.5% +$1.82K ﹤0.01% 1068
2025
Q1 		$373K Buy
8,091
+1,425
+21% +$59.6K ﹤0.01% 983
2024
Q4 		$251K Sell
6,666
-289
-4% -$11.2K ﹤0.01% 1221
2024
Q3 		$282K Buy
6,955
+638
+10% +$24K ﹤0.01% 1185
2024
Q2 		$219K Buy
+6,317
New +$233K ﹤0.01% 1248
2019
Q3 		– Sell
-889
Closed -$30K – 747
2019
Q2 		$30K Buy
889
+557
+168% +$19.7K ﹤0.01% 688
2019
Q1 		$12K Sell
332
-279
-46% -$9.5K ﹤0.01% 843
2018
Q4 		$20K Buy
611
+283
+86% +$9.05K ﹤0.01% 688
2018
Q3 		$10K Buy
328
+3
+0.9% +$92 ﹤0.01% 825
2018
Q2 		$10K Buy
325
+3
+0.9% +$86 ﹤0.01% 1040
2018
Q1 		$9K Sell
322
-671
-68% -$18.1K ﹤0.01% 1054
2017
Q4 		$28K Buy
993
+676
+213% +$19.4K ﹤0.01% 677
2017
Q3 		$9K Sell
317
-1,455
-82% -$38.9K ﹤0.01% 821
2017
Q2 		$46K Buy
+1,772
New +$45.1K 0.01% 496

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

OneDigital Investment Advisors's EXC Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Exelon (EXC) stake by 38% in Q2 2026, buying an estimated $115K and bringing the position to 9,035 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

OneDigital Investment Advisors first reported a position in EXC in Q2 2017 and has held it in 18 quarters since. 818 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • OneDigital Investment Advisors held 9,035 shares of Exelon worth $421K as of Q2 2026.
  • OneDigital Investment Advisors bought 2,495 Exelon shares in Q2 2026, an estimated $115K.
  • Exelon made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1115 holding.
  • OneDigital Investment Advisors first reported a position in Exelon in Q2 2017 and has held it in 18 quarters since.
  • 818 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.