Signature Estate & Investment Advisors’s Exelon EXC Stock Holding History

Signature Estate & Investment Advisors’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	$265K	Buy	5,680 +275	+5%	+$12.7K	﹤0.01%	579
2026 Q1	$265K	Sell	5,405 -2,349	-30%	-$109K	0.01%	558
2025 Q4	$338K	Sell	7,754 -16	-0.2%	-$730	0.01%	477
2025 Q3	$350K	Buy	7,770 +21	+0.3%	+$922	0.01%	456
2025 Q2	$336K	Buy	7,749 +27	+0.3%	+$1.2K	0.01%	438
2025 Q1	$356K	Buy	+7,722	New	+$323K	0.01%	405
2019 Q3	–	Sell	-677,012	Closed	-$23.1M	–	158
2019 Q2	$23.1M	Buy	677,012 +22,811	+3%	+$805K	1.53%	27
2019 Q1	$23.4M	Buy	654,201 +42,297	+7%	+$1.44M	1.58%	19
2018 Q4	$19.7M	Buy	+611,904	New	+$19.6M	1.74%	22

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Signature Estate & Investment Advisors's EXC Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Exelon (EXC) stake by 5.1% in Q2 2026, buying an estimated $12.7K and bringing the position to 5,680 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Signature Estate & Investment Advisors first reported a position in EXC in Q4 2018 and has held it in 9 quarters since. The position peaked at $23.4M in Q1 2019. 758 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Signature Estate & Investment Advisors held 5,680 shares of Exelon worth $265K as of Q2 2026.
Signature Estate & Investment Advisors bought 275 Exelon shares in Q2 2026, an estimated $12.7K.
Exelon made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #579 holding.
Signature Estate & Investment Advisors first reported a position in Exelon in Q4 2018 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's Exelon position peaked at $23.4M in Q1 2019.
758 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.