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Rockland Trust’s Exelon EXC Stock Holding History

Rockland Trust’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 		– Sell
-4,424
Closed -$217K – 323
2026
Q1 		$217K Sell
4,424
-181
-4% -$8.42K 0.01% 297
2025
Q4 		$201K Sell
4,605
-4,477
-49% -$204K 0.01% 301
2025
Q3 		$409K Sell
9,082
-268
-3% -$11.8K 0.02% 233
2025
Q2 		$406K Sell
9,350
-309
-3% -$13.8K 0.02% 192
2025
Q1 		$445K Buy
+9,659
New +$404K 0.02% 185

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

Rockland Trust's EXC Position: Q2 2026 in Review

Rockland Trust sold out of Exelon (EXC) in Q2 2026, closing a stake of 4,424 shares — an estimated $217K sold.

Rockland Trust first reported a position in EXC in Q1 2025 and held it in 5 quarters. The position peaked at $445K in Q1 2025. 576 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Rockland Trust reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
  • Rockland Trust sold 4,424 Exelon shares in Q2 2026, an estimated $217K.
  • Rockland Trust first reported a position in Exelon in Q1 2025 and held it in 5 quarters.
  • Rockland Trust's Exelon position peaked at $445K in Q1 2025.
  • 576 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.