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Robinswood Financial’s Exelon EXC Stock Holding History

Robinswood Financial’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 		$18.9K Buy
405
+2
+0.5% +$93 0.01% 240
2026
Q1 		$19.8K Buy
403
+2
+0.5% +$93 0.01% 230
2025
Q4 		$17.5K Buy
401
+1
+0.3% +$46 0.01% 232
2025
Q3 		$18K Buy
400
+200
+100% +$8.78K 0.01% 221
2025
Q2 		$8.68K Hold
200
– – ﹤0.01% 262
2025
Q1 		$9.22K Hold
200
– – ﹤0.01% 249
2024
Q4 		$7.53K Buy
+200
New +$7.76K ﹤0.01% 216

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Robinswood Financial's EXC Position: Q2 2026 in Review

Robinswood Financial increased its Exelon (EXC) stake by 0.5% in Q2 2026, buying an estimated $93 and bringing the position to 405 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #240.

Robinswood Financial first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.8K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Robinswood Financial held 405 shares of Exelon worth $18.9K as of Q2 2026.
  • Robinswood Financial bought 2 Exelon shares in Q2 2026, an estimated $93.
  • Exelon made up 0.01% of Robinswood Financial's portfolio in Q2 2026, its #240 holding.
  • Robinswood Financial first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
  • Robinswood Financial's Exelon position peaked at $19.8K in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.