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Sivia Capital Partners’s Exelon EXC Stock Holding History

Sivia Capital Partners’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 		$347K Buy
+7,436
New +$344K 0.04% 427
2025
Q2 		– Sell
-4,424
Closed -$204K – 443
2025
Q1 		$204K Buy
+4,424
New +$185K 0.1% 269

Other funds holding EXC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Sivia Capital Partners's EXC Position: Q2 2026 in Review

Sivia Capital Partners opened a new position in Exelon (EXC) in Q2 2026: 7,436 shares worth $347K. The stake represents 0.04% of the portfolio and ranks #427 among its holdings. This is a return to the name: Sivia Capital Partners previously reported a position in EXC as recently as Q1 2025.

Sivia Capital Partners first reported a position in EXC in Q1 2025 and has held it in 2 quarters since. 363 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Sivia Capital Partners held 7,436 shares of Exelon worth $347K as of Q2 2026.
  • Exelon was a new Sivia Capital Partners position in Q2 2026.
  • Exelon made up 0.04% of Sivia Capital Partners's portfolio in Q2 2026, its #427 holding.
  • Sivia Capital Partners first reported a position in Exelon in Q1 2025 and has held it in 2 quarters since.
  • 363 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.