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Sanibel Captiva Trust Company’s Exelon EXC Stock Holding History

Sanibel Captiva Trust Company’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 		$612K Sell
13,135
-925
-7% -$42.8K 0.02% 303
2026
Q1 		$689K Hold
14,060
– – 0.02% 271
2025
Q4 		$613K Buy
14,060
+75
+0.5% +$3.42K 0.02% 271
2025
Q3 		$629K Hold
13,985
– – 0.02% 268
2025
Q2 		$607K Hold
13,985
– – 0.02% 262
2025
Q1 		$644K Buy
13,985
+2,000
+17% +$83.6K 0.02% 249
2024
Q4 		$451K Buy
+11,985
New +$465K 0.01% 286

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

Sanibel Captiva Trust Company's EXC Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its Exelon (EXC) stake by 6.6% in Q2 2026, selling an estimated $42.8K and leaving 13,135 shares worth $612K. The position accounts for 0.02% of the portfolio, ranked #303.

Sanibel Captiva Trust Company first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $689K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Sanibel Captiva Trust Company held 13,135 shares of Exelon worth $612K as of Q2 2026.
  • Sanibel Captiva Trust Company sold 925 Exelon shares in Q2 2026, an estimated $42.8K.
  • Exelon made up 0.02% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #303 holding.
  • Sanibel Captiva Trust Company first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
  • Sanibel Captiva Trust Company's Exelon position peaked at $689K in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.