Romano Brothers & Co’s Exelon EXC Stock Holding History

Romano Brothers & Co’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	$405K	Hold	8,696	–	–	0.04%	260
2026 Q1	$426K	Hold	8,696	–	–	0.05%	245
2025 Q4	$379K	Buy	8,696 +550	+7%	+$25.1K	0.04%	257
2025 Q3	$367K	Hold	8,146	–	–	0.04%	257
2025 Q2	$354K	Hold	8,146	–	–	0.04%	253
2025 Q1	$375K	Hold	8,146	–	–	0.05%	241
2024 Q4	$307K	Hold	8,146	–	–	0.04%	257
2024 Q3	$330K	Sell	8,146 -765	-9%	-$28.8K	0.04%	252
2024 Q2	$308K	Sell	8,911 -150	-2%	-$5.54K	0.04%	249
2024 Q1	$340K	Sell	9,061 -290	-3%	-$10.4K	0.05%	245
2023 Q4	$336K	Buy	9,351 +189	+2%	+$7.28K	0.05%	237
2023 Q3	$346K	Hold	9,162	–	–	0.05%	237
2023 Q2	$373K	Hold	9,162	–	–	0.06%	244
2023 Q1	$384K	Sell	9,162 -765	-8%	-$31.9K	0.06%	237
2022 Q4	$429K	Buy	9,927 +1,554	+19%	+$61.4K	0.07%	218
2022 Q3	$314K	Buy	+8,373	New	+$370K	0.05%	242

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Romano Brothers & Co's EXC Position: Q2 2026 in Review

Romano Brothers & Co held its Exelon (EXC) position steady in Q2 2026 at 8,696 shares worth $405K. The position accounts for 0.04% of the portfolio, ranked #260.

Romano Brothers & Co first reported a position in EXC in Q3 2022 and has held it in 16 quarters since. The position peaked at $429K in Q4 2022. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Romano Brothers & Co held 8,696 shares of Exelon worth $405K as of Q2 2026.
Romano Brothers & Co left its Exelon share count unchanged in Q2 2026.
Exelon made up 0.04% of Romano Brothers & Co's portfolio in Q2 2026, its #260 holding.
Romano Brothers & Co first reported a position in Exelon in Q3 2022 and has held it in 16 quarters since.
Romano Brothers & Co's Exelon position peaked at $429K in Q4 2022.
1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.