Principal Financial Group’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $56.5M | Sell |
1,212,481
-34,630
| -3% | -$1.6M | 0.03% | 487 |
|
|
2026
Q1 | $61.1M | Buy |
1,247,111
+9,435
| +0.8% | +$439K | 0.03% | 424 |
|
|
2025
Q4 | $54M | Buy |
1,237,676
+37,672
| +3% | +$1.72M | 0.03% | 444 |
|
|
2025
Q3 | $54M | Sell |
1,200,004
-43,295
| -3% | -$1.9M | 0.03% | 449 |
|
|
2025
Q2 | $54M | Buy |
1,243,299
+70,754
| +6% | +$3.15M | 0.03% | 434 |
|
|
2025
Q1 | $54M | Buy |
1,172,545
+28,453
| +2% | +$1.19M | 0.03% | 427 |
|
|
2024
Q4 | $43.1M | Sell |
1,144,092
-15,691
| -1% | -$609K | 0.02% | 507 |
|
|
2024
Q3 | $47M | Buy |
1,159,783
+36,734
| +3% | +$1.38M | 0.03% | 490 |
|
|
2024
Q2 | $38.9M | Buy |
1,123,049
+30,560
| +3% | +$1.13M | 0.02% | 546 |
|
|
2024
Q1 | $41M | Buy |
1,092,489
+5,403
| +0.5% | +$193K | 0.02% | 549 |
|
|
2023
Q4 | $39M | Sell |
1,087,086
-5,722
| -0.5% | -$220K | 0.02% | 532 |
|
|
2023
Q3 | $41.3M | Sell |
1,092,808
-5,051
| -0.5% | -$206K | 0.03% | 472 |
|
|
2023
Q2 | $44.7M | Sell |
1,097,859
-40,706
| -4% | -$1.68M | 0.03% | 458 |
|
|
2023
Q1 | $47.7M | Buy |
1,138,565
+17,487
| +2% | +$729K | 0.03% | 440 |
|
|
2022
Q4 | $48.5M | Sell |
1,121,078
-28,112
| -2% | -$1.11M | 0.04% | 419 |
|
|
2022
Q3 | $43M | Sell |
1,149,190
-9,068
| -0.8% | -$401K | 0.03% | 429 |
|
|
2022
Q2 | $52.5M | Buy |
1,158,258
+16,367
| +1% | +$769K | 0.04% | 385 |
|
|
2022
Q1 | $54.4M | Sell |
1,141,891
-473,917
| -29% | -$20.1M | 0.03% | 425 |
|
|
2021
Q4 | $66.6M | Sell |
1,615,808
-33,914
| -2% | -$1.28M | 0.04% | 363 |
|
|
2021
Q3 | $56.9M | Buy |
1,649,722
+23,000
| +1% | +$786K | 0.04% | 394 |
|
|
2021
Q2 | $51.4M | Buy |
1,626,722
+30,089
| +2% | +$969K | 0.03% | 434 |
|
|
2021
Q1 | $49.8M | Sell |
1,596,633
-137,264
| -8% | -$4.12M | 0.04% | 417 |
|
|
2020
Q4 | $52.2M | Sell |
1,733,897
-118,801
| -6% | -$3.51M | 0.04% | 371 |
|
|
2020
Q3 | $47.3M | Sell |
1,852,698
-99,046
| -5% | -$2.63M | 0.04% | 351 |
|
|
2020
Q2 | $50.5M | Buy |
1,951,744
+80,666
| +4% | +$2.14M | 0.04% | 343 |
|
|
2020
Q1 | $49.1M | Sell |
1,871,078
-12,394
| -0.7% | -$390K | 0.05% | 321 |
|
|
2019
Q4 | $61.2M | Sell |
1,883,472
-77,292
| -4% | -$2.5M | 0.05% | 351 |
|
|
2019
Q3 | $67.6M | Sell |
1,960,764
-211,827
| -10% | -$7.11M | 0.06% | 325 |
|
|
2019
Q2 | $74.3M | Sell |
2,172,591
-5,931
| -0.3% | -$209K | 0.07% | 300 |
|
|
2019
Q1 | $77.9M | Sell |
2,178,522
-459,548
| -17% | -$15.6M | 0.07% | 291 |
|
|
2018
Q4 | $84.9M | Sell |
2,638,070
-425,116
| -14% | -$13.6M | 0.09% | 257 |
|
|
2018
Q3 | $95.4M | Sell |
3,063,186
-65,514
| -2% | -$2.02M | 0.08% | 267 |
|
|
2018
Q2 | $95.1M | Buy |
3,128,700
+146,642
| +5% | +$4.2M | 0.09% | 253 |
|
|
2018
Q1 | $83M | Buy |
2,982,058
+72,754
| +3% | +$1.96M | 0.08% | 281 |
|
|
2017
Q4 | $81.8M | Sell |
2,909,304
-154,659
| -5% | -$4.44M | 0.08% | 302 |
|
|
2017
Q3 | $82.3M | Sell |
3,063,963
-1,497,793
| -33% | -$40.1M | 0.08% | 301 |
|
|
2017
Q2 | $117M | Sell |
4,561,756
-1,484,121
| -25% | -$37.8M | 0.12% | 223 |
|
|
2017
Q1 | $155M | Buy |
6,045,877
+1,247,027
| +26% | +$31.8M | 0.19% | 131 |
|
|
2016
Q4 | $121M | Buy |
4,798,850
+416,358
| +10% | +$9.87M | 0.15% | 150 |
|
|
2016
Q3 | $104M | Sell |
4,382,492
-974,770
| -18% | -$24.5M | 0.14% | 163 |
|
|
2016
Q2 | $139M | Sell |
5,357,262
-303,076
| -5% | -$7.5M | 0.19% | 126 |
|
|
2016
Q1 | $145M | Buy |
5,660,338
+1,495,948
| +36% | +$33.5M | 0.21% | 121 |
|
|
2015
Q4 | $82.5M | Buy |
4,164,390
+2,582,801
| +163% | +$52.3M | 0.12% | 192 |
|
|
2015
Q3 | $33.5M | Buy |
1,581,589
+41,569
| +3% | +$934K | 0.05% | 347 |
|
|
2015
Q2 | $34.5M | Sell |
1,540,020
-1,490,360
| -49% | -$35.7M | 0.05% | 359 |
|
|
2015
Q1 | $72.6M | Sell |
3,030,380
-1,061,019
| -26% | -$26.3M | 0.11% | 226 |
|
|
2014
Q4 | $108M | Sell |
4,091,399
-1,559,183
| -28% | -$40M | 0.17% | 169 |
|
|
2014
Q3 | $137M | Sell |
5,650,582
-124,821
| -2% | -$2.92M | 0.23% | 115 |
|
|
2014
Q2 | $150M | Buy |
5,775,403
+4,332,659
| +300% | +$110M | 0.25% | 102 |
|
|
2014
Q1 | $34.5M | Buy |
1,442,744
+103,025
| +8% | +$2.17M | 0.06% | 344 |
|
|
2013
Q4 | $26.2M | Buy |
1,339,719
+14,996
| +1% | +$302K | 0.05% | 404 |
|
|
2013
Q3 | $28M | Sell |
1,324,723
-17,009
| -1% | -$372K | 0.06% | 347 |
|
|
2013
Q2 | $29.6M | Buy |
+1,341,732
| New | +$32.5M | 0.07% | 333 |
|
Other funds holding EXC
Principal Financial Group's EXC Position: Q2 2026 in Review
Principal Financial Group reduced its Exelon (EXC) stake by 2.8% in Q2 2026, selling an estimated $1.6M and leaving 1,212,481 shares worth $56.5M. The position accounts for 0.03% of the portfolio, ranked #487.
Principal Financial Group first reported a position in EXC in Q2 2013 and has held it in 53 quarters since. The position peaked at $155M in Q1 2017. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.
- Principal Financial Group held 1,212,481 shares of Exelon worth $56.5M as of Q2 2026.
- Principal Financial Group sold 34,630 Exelon shares in Q2 2026, an estimated $1.6M.
- Exelon made up 0.03% of Principal Financial Group's portfolio in Q2 2026, its #487 holding.
- Principal Financial Group first reported a position in Exelon in Q2 2013 and has held it in 53 quarters since.
- Principal Financial Group's Exelon position peaked at $155M in Q1 2017.
- 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.
Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.