Onyx Bridge Wealth Group’s Exelon EXC Stock Holding History

Onyx Bridge Wealth 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	$436K	Buy	9,362 +13	+0.1%	+$601	0.04%	259
2026 Q1	$458K	Sell	9,349 -23	-0.2%	-$1.07K	0.05%	229
2025 Q4	$409K	Hold	9,372	–	–	0.04%	243
2025 Q3	$422K	Buy	9,372 +75	+0.8%	+$3.29K	0.05%	238
2025 Q2	$404K	Hold	9,297	–	–	0.05%	196
2025 Q1	$428K	Hold	9,297	–	–	0.06%	178
2024 Q4	$350K	Buy	+9,297	New	+$361K	0.05%	194
2022 Q2	–	Sell	-5,184	Closed	-$248K	–	175
2022 Q1	$248K	Sell	5,184 -2,074	-29%	-$87.9K	0.09%	119
2021 Q4	$295K	Buy	7,258 +10	+0.1%	+$377	0.1%	118
2021 Q3	$258K	Buy	7,248 +61	+0.8%	+$2.08K	0.1%	117
2021 Q2	$236K	Buy	+7,187	New	+$231K	0.1%	101

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

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Onyx Bridge Wealth Group's EXC Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Exelon (EXC) stake by 0.14% in Q2 2026, buying an estimated $601 and bringing the position to 9,362 shares worth $436K. The position accounts for 0.04% of the portfolio, ranked #259.

Onyx Bridge Wealth Group first reported a position in EXC in Q2 2021 and has held it in 11 quarters since. The position peaked at $458K in Q1 2026. 423 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Onyx Bridge Wealth Group held 9,362 shares of Exelon worth $436K as of Q2 2026.
Onyx Bridge Wealth Group bought 13 Exelon shares in Q2 2026, an estimated $601.
Exelon made up 0.04% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #259 holding.
Onyx Bridge Wealth Group first reported a position in Exelon in Q2 2021 and has held it in 11 quarters since.
Onyx Bridge Wealth Group's Exelon position peaked at $458K in Q1 2026.
423 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.