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Southern Michigan Bank & Trust’s Exelon EXC Stock Holding History

Southern Michigan Bank & Trust’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 		$23.3K Buy
500
+100
+25% +$4.63K 0.01% 268
2026
Q1 		$19.6K Buy
+400
New +$18.6K 0.01% 279

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Southern Michigan Bank & Trust's EXC Position: Q2 2026 in Review

Southern Michigan Bank & Trust increased its Exelon (EXC) stake by 25% in Q2 2026, buying an estimated $4.63K and bringing the position to 500 shares worth $23.3K. The position accounts for 0.01% of the portfolio, ranked #268.

Southern Michigan Bank & Trust first reported a position in EXC in Q1 2026 and has held it in 2 quarters since. 1,230 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Southern Michigan Bank & Trust held 500 shares of Exelon worth $23.3K as of Q2 2026.
  • Southern Michigan Bank & Trust bought 100 Exelon shares in Q2 2026, an estimated $4.63K.
  • Exelon made up 0.01% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #268 holding.
  • Southern Michigan Bank & Trust first reported a position in Exelon in Q1 2026 and has held it in 2 quarters since.
  • 1,230 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.