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Rossby Financial’s Exelon EXC Stock Holding History

Rossby 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 		$178K Sell
3,822
-138
-3% -$6.38K 0.03% 419
2026
Q1 		$194K Buy
3,960
+323
+9% +$15K 0.04% 389
2025
Q4 		$159K Sell
3,637
-1,551
-30% -$70.8K 0.05% 323
2025
Q3 		$234K Buy
5,188
+413
+9% +$18.1K 0.08% 251
2025
Q2 		$207K Buy
4,775
+119
+3% +$5.3K 0.08% 249
2025
Q1 		$215K Buy
+4,656
New +$195K 0.09% 215

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

Rossby Financial's EXC Position: Q2 2026 in Review

Rossby Financial reduced its Exelon (EXC) stake by 3.5% in Q2 2026, selling an estimated $6.38K and leaving 3,822 shares worth $178K. The position accounts for 0.03% of the portfolio, ranked #419.

Rossby Financial first reported a position in EXC in Q1 2025 and has held it in 6 quarters since. The position peaked at $234K in Q3 2025. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Rossby Financial held 3,822 shares of Exelon worth $178K as of Q2 2026.
  • Rossby Financial sold 138 Exelon shares in Q2 2026, an estimated $6.38K.
  • Exelon made up 0.03% of Rossby Financial's portfolio in Q2 2026, its #419 holding.
  • Rossby Financial first reported a position in Exelon in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's Exelon position peaked at $234K in Q3 2025.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.