Riverbend Wealth Management’s Exelon EXC Stock Holding History

Riverbend Wealth 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	$348K	Buy	7,459 +1,130	+18%	+$52.3K	0.17%	134
2026 Q1	$310K	Buy	6,329 +532	+9%	+$24.7K	0.18%	131
2025 Q4	$253K	Buy	5,797 +811	+16%	+$37K	0.16%	139
2025 Q3	$224K	Buy	4,986 +354	+8%	+$15.5K	0.16%	128
2025 Q2	$201K	Buy	+4,632	New	+$206K	0.15%	132

Other funds holding EXC

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Riverbend Wealth Management's EXC Position: Q2 2026 in Review

Riverbend Wealth Management increased its Exelon (EXC) stake by 18% in Q2 2026, buying an estimated $52.3K and bringing the position to 7,459 shares worth $348K. The position accounts for 0.17% of the portfolio, ranked #134.

Riverbend Wealth Management first reported a position in EXC in Q2 2025 and has held it in 5 quarters since. 552 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Riverbend Wealth Management held 7,459 shares of Exelon worth $348K as of Q2 2026.
Riverbend Wealth Management bought 1,130 Exelon shares in Q2 2026, an estimated $52.3K.
Exelon made up 0.17% of Riverbend Wealth Management's portfolio in Q2 2026, its #134 holding.
Riverbend Wealth Management first reported a position in Exelon in Q2 2025 and has held it in 5 quarters since.
552 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.