Pennsylvania Capital Management’s Exelon EXC Stock Holding History

Pennsylvania Capital Management’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	$250K	Hold	5,355	–	–	0.06%	111
2026 Q1	$263K	Hold	5,355	–	–	0.08%	97
2025 Q4	$233K	Sell	5,355 -45	-0.8%	-$2.05K	0.06%	103
2025 Q3	$243K	Buy	5,400 +45	+0.8%	+$1.98K	0.07%	99
2025 Q2	$233K	Hold	5,355	–	–	0.07%	97
2025 Q1	$247K	Sell	5,355 -33	-0.6%	-$1.38K	0.09%	89
2024 Q4	$203K	Buy	5,388 +33	+0.6%	+$1.28K	0.07%	98
2024 Q3	$217K	Buy	+5,355	New	+$201K	0.08%	94

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

Pennsylvania Capital Management's EXC Position: Q2 2026 in Review

Pennsylvania Capital Management held its Exelon (EXC) position steady in Q2 2026 at 5,355 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #111.

Pennsylvania Capital Management first reported a position in EXC in Q3 2024 and has held it in 8 quarters since. The position peaked at $263K in Q1 2026. 537 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Pennsylvania Capital Management held 5,355 shares of Exelon worth $250K as of Q2 2026.
Pennsylvania Capital Management left its Exelon share count unchanged in Q2 2026.
Exelon made up 0.06% of Pennsylvania Capital Management's portfolio in Q2 2026, its #111 holding.
Pennsylvania Capital Management first reported a position in Exelon in Q3 2024 and has held it in 8 quarters since.
Pennsylvania Capital Management's Exelon position peaked at $263K in Q1 2026.
537 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.