Plante Moran Financial Advisors’s Exelon EXC Stock Holding History

Plante Moran Financial 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	$179K	Buy	+3,842	New	+$178K	0.01%	175
2026 Q1	–	Sell	-57	Closed	-$2.48K	–	770
2025 Q4	$2.48K	Sell	57 -590	-91%	-$26.9K	﹤0.01%	708
2025 Q3	$29.1K	Buy	647 +23	+4%	+$1.01K	﹤0.01%	416
2025 Q2	$27.1K	Buy	624 +34	+6%	+$1.51K	﹤0.01%	441
2025 Q1	$27.2K	Hold	590	–	–	﹤0.01%	441
2024 Q4	$22.2K	Hold	590	–	–	﹤0.01%	477
2024 Q3	$23.9K	Hold	590	–	–	﹤0.01%	498
2024 Q2	$20.4K	Hold	590	–	–	﹤0.01%	475
2024 Q1	$22.2K	Hold	590	–	–	﹤0.01%	490
2023 Q4	$21.2K	Hold	590	–	–	﹤0.01%	447
2023 Q3	$22.3K	Hold	590	–	–	﹤0.01%	414
2023 Q2	$24K	Hold	590	–	–	﹤0.01%	407
2023 Q1	$24.7K	Hold	590	–	–	﹤0.01%	408
2022 Q4	$25.5K	Hold	590	–	–	﹤0.01%	420
2022 Q3	$22K	Hold	590	–	–	﹤0.01%	438
2022 Q2	$27K	Hold	590	–	–	﹤0.01%	408
2022 Q1	$28K	Sell	590 -1,887	-76%	-$79.9K	0.01%	422
2021 Q4	$102K	Buy	2,477 +1,650	+200%	+$62.1K	0.02%	248
2021 Q3	$29K	Hold	827	–	–	0.01%	481
2021 Q2	$26K	Hold	827	–	–	0.01%	506
2021 Q1	$26K	Hold	827	–	–	0.01%	495
2020 Q4	$25K	Hold	827	–	–	0.01%	478
2020 Q3	$21K	Hold	827	–	–	0.01%	484
2020 Q2	$21K	Hold	827	–	–	0.01%	419
2020 Q1	$22K	Hold	827	–	–	0.01%	368
2019 Q4	$27K	Hold	827	–	–	0.01%	412
2019 Q3	$29K	Hold	827	–	–	0.01%	422
2019 Q2	$28K	Hold	827	–	–	0.01%	432
2019 Q1	$30K	Hold	827	–	–	0.01%	416
2018 Q4	$27K	Hold	827	–	–	0.01%	393
2018 Q3	$26K	Sell	827 -1,099	-57%	-$33.8K	0.01%	404
2018 Q2	$59K	Buy	1,926 +1,099	+133%	+$31.5K	0.03%	297
2018 Q1	$23K	Hold	827	–	–	0.01%	476
2017 Q4	$23K	Hold	827	–	–	0.01%	474
2017 Q3	$22K	Hold	827	–	–	0.01%	446
2017 Q2	$21K	Hold	827	–	–	0.01%	465
2017 Q1	$21K	Hold	827	–	–	0.01%	472
2016 Q4	$21K	Hold	827	–	–	0.01%	478
2016 Q3	$20K	Hold	827	–	–	0.01%	491
2016 Q2	$21K	Sell	827 -463	-36%	-$11.5K	0.02%	416
2016 Q1	$33K	Buy	1,290 +463	+56%	+$10.4K	0.03%	319
2015 Q4	$16K	Sell	827 -220	-21%	-$4.46K	0.01%	485
2015 Q3	$22K	Sell	1,047 -51	-5%	-$1.15K	0.02%	367
2015 Q2	$25K	Hold	1,098	–	–	0.02%	399
2015 Q1	$26K	Hold	1,098	–	–	0.02%	377
2014 Q4	$29K	Hold	1,098	–	–	0.02%	357
2014 Q3	$27K	Hold	1,098	–	–	0.02%	358
2014 Q2	$29K	Buy	1,098 +271	+33%	+$6.91K	0.03%	317
2014 Q1	$20K	Hold	827	–	–	0.02%	252
2013 Q4	$16K	Hold	827	–	–	0.01%	375
2013 Q3	$17K	Hold	827	–	–	0.01%	303
2013 Q2	$18K	Buy	+827	New	+$20.1K	0.01%	252

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Plante Moran Financial Advisors's EXC Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Exelon (EXC) in Q2 2026: 3,842 shares worth $179K. The stake represents 0.01% of the portfolio and ranks #175 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in EXC as recently as Q4 2025.

Plante Moran Financial Advisors first reported a position in EXC in Q2 2013 and has held it in 52 quarters since. 758 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Plante Moran Financial Advisors held 3,842 shares of Exelon worth $179K as of Q2 2026.
Exelon was a new Plante Moran Financial Advisors position in Q2 2026.
Exelon made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #175 holding.
Plante Moran Financial Advisors first reported a position in Exelon in Q2 2013 and has held it in 52 quarters since.
758 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.