RCA
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Resonant Capital Advisors’s Exelon EXC Stock Holding History

Resonant Capital 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 		$504K Buy
10,808
+1,416
+15% +$65.5K 0.02% 291
2026
Q1 		$460K Buy
9,392
+217
+2% +$10.1K 0.02% 283
2025
Q4 		$400K Buy
9,175
+384
+4% +$17.5K 0.02% 289
2025
Q3 		$396K Buy
8,791
+883
+11% +$38.8K 0.02% 284
2025
Q2 		$343K Buy
7,908
+688
+10% +$30.6K 0.02% 305
2025
Q1 		$333K Buy
7,220
+267
+4% +$11.2K 0.02% 268
2024
Q4 		$262K Buy
6,953
+1,229
+21% +$47.7K 0.02% 294
2024
Q3 		$232K Buy
+5,724
New +$215K 0.02% 322
2024
Q2 		– Sell
-5,869
Closed -$220K – 344
2024
Q1 		$220K Buy
+5,869
New +$210K 0.02% 320
2023
Q4 		– Sell
-5,582
Closed -$211K – 288
2023
Q3 		$211K Buy
5,582
+413
+8% +$16.8K 0.02% 256
2023
Q2 		$211K Buy
5,169
+211
+4% +$8.72K 0.02% 256
2023
Q1 		$208K Buy
4,958
+39
+0.8% +$1.63K 0.02% 244
2022
Q4 		$213K Buy
+4,919
New +$194K 0.03% 248
2022
Q3 		– Sell
-5,311
Closed -$241K – 231
2022
Q2 		$241K Buy
5,311
+183
+4% +$8.6K 0.04% 211
2022
Q1 		$244K Sell
5,128
-1,934
-27% -$81.9K 0.04% 195
2021
Q4 		$291K Buy
7,062
+467
+7% +$17.6K 0.04% 176
2021
Q3 		$227K Buy
6,595
+137
+2% +$4.68K 0.04% 177
2021
Q2 		$204K Buy
+6,458
New +$208K 0.04% 169
2021
Q1 		– Sell
-6,665
Closed -$201K – 168
2020
Q4 		$201K Buy
+6,665
New +$197K 0.05% 170
2020
Q1 		– Sell
-6,665
Closed -$217K – 200
2019
Q4 		$217K Buy
+6,665
New +$216K 0.07% 195

Other funds holding EXC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Resonant Capital Advisors's EXC Position: Q2 2026 in Review

Resonant Capital Advisors increased its Exelon (EXC) stake by 15% in Q2 2026, buying an estimated $65.5K and bringing the position to 10,808 shares worth $504K. The position accounts for 0.02% of the portfolio, ranked #291.

Resonant Capital Advisors first reported a position in EXC in Q4 2019 and has held it in 20 quarters since. 574 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Resonant Capital Advisors held 10,808 shares of Exelon worth $504K as of Q2 2026.
  • Resonant Capital Advisors bought 1,416 Exelon shares in Q2 2026, an estimated $65.5K.
  • Exelon made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #291 holding.
  • Resonant Capital Advisors first reported a position in Exelon in Q4 2019 and has held it in 20 quarters since.
  • 574 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.