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Optas LLC’s Exelon EXC Stock Holding History

Optas LLC’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 		$394K Buy
8,449
+409
+5% +$18.9K 0.06% 241
2026
Q1 		$394K Sell
8,040
-21
-0.3% -$977 0.06% 220
2025
Q4 		$351K Sell
8,061
-2,958
-27% -$135K 0.06% 245
2025
Q3 		$496K Buy
11,019
+5,597
+103% +$246K 0.08% 152
2025
Q2 		$235K Buy
5,422
+32
+0.6% +$1.43K 0.04% 283
2025
Q1 		$248K Buy
+5,390
New +$225K 0.04% 237

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Optas LLC's EXC Position: Q2 2026 in Review

Optas LLC increased its Exelon (EXC) stake by 5.1% in Q2 2026, buying an estimated $18.9K and bringing the position to 8,449 shares worth $394K. The position accounts for 0.06% of the portfolio, ranked #241.

Optas LLC first reported a position in EXC in Q1 2025 and has held it in 6 quarters since. The position peaked at $496K in Q3 2025. 332 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Optas LLC held 8,449 shares of Exelon worth $394K as of Q2 2026.
  • Optas LLC bought 409 Exelon shares in Q2 2026, an estimated $18.9K.
  • Exelon made up 0.06% of Optas LLC's portfolio in Q2 2026, its #241 holding.
  • Optas LLC first reported a position in Exelon in Q1 2025 and has held it in 6 quarters since.
  • Optas LLC's Exelon position peaked at $496K in Q3 2025.
  • 332 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.