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Spire Wealth Management’s Exelon EXC Stock Holding History

Spire Wealth Management’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 		$433K Sell
9,293
-2,601
-22% -$120K 0.01% 585
2026
Q1 		$583K Buy
11,894
+745
+7% +$34.7K 0.02% 505
2025
Q4 		$486K Buy
11,149
+432
+4% +$19.7K 0.02% 551
2025
Q3 		$482K Buy
10,717
+1,533
+17% +$67.3K 0.02% 538
2025
Q2 		$399K Sell
9,184
-23,026
-71% -$1.03M 0.01% 563
2025
Q1 		$1.48M Buy
32,210
+22,879
+245% +$956K 0.05% 316
2024
Q4 		$351K Sell
9,331
-103
-1% -$4K 0.01% 664
2024
Q3 		$383K Buy
9,434
+1,945
+26% +$73.1K 0.01% 582
2024
Q2 		$259K Buy
7,489
+137
+2% +$5.06K 0.01% 653
2024
Q1 		$276K Sell
7,352
-1,910
-21% -$68.2K 0.01% 686
2023
Q4 		$325K Buy
9,262
+2,036
+28% +$78.4K 0.01% 626
2023
Q3 		$373K Buy
7,226
+28
+0.4% +$1.14K 0.01% 547
2023
Q2 		$293K Buy
7,198
+49
+0.7% +$2.03K 0.01% 615
2023
Q1 		$299K Buy
7,149
+2,370
+50% +$98.8K 0.01% 616
2022
Q4 		$207K Sell
4,779
-116,801
-96% -$4.61M 0.01% 554
2022
Q3 		$4.55M Sell
121,580
-30,755
-20% -$1.36M 0.28% 86
2022
Q2 		$6.9M Buy
152,335
+143,151
+1,559% +$6.73M 0.28% 93
2022
Q1 		$437K Sell
9,184
-47,019
-84% -$1.99M 0.01% 614
2021
Q4 		$2.32M Buy
56,203
+41,562
+284% +$1.57M 0.05% 288
2021
Q3 		$505K Buy
14,641
+1,402
+11% +$47.9K 0.01% 583
2021
Q2 		$418K Sell
13,239
-24,290
-65% -$782K 0.01% 664
2021
Q1 		$1.17M Buy
+37,529
New +$1.13M 0.03% 395

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Spire Wealth Management's EXC Position: Q2 2026 in Review

Spire Wealth Management reduced its Exelon (EXC) stake by 22% in Q2 2026, selling an estimated $120K and leaving 9,293 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #585.

Spire Wealth Management first reported a position in EXC in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.9M in Q2 2022. 307 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Spire Wealth Management held 9,293 shares of Exelon worth $433K as of Q2 2026.
  • Spire Wealth Management sold 2,601 Exelon shares in Q2 2026, an estimated $120K.
  • Exelon made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #585 holding.
  • Spire Wealth Management first reported a position in Exelon in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Exelon position peaked at $6.9M in Q2 2022.
  • 307 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.