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Spirit of America Management Corp’s Exelon EXC Stock Holding History

Spirit of America Management Corp’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 		$1.51M Buy
32,450
+1,150
+4% +$53.2K 0.29% 95
2026
Q1 		$1.53M Buy
31,300
+1,750
+6% +$81.4K 0.3% 94
2025
Q4 		$1.29M Buy
29,550
+3,950
+15% +$180K 0.27% 105
2025
Q3 		$1.15M Buy
25,600
+5,400
+27% +$237K 0.23% 118
2025
Q2 		$877K Buy
20,200
+2,000
+11% +$89K 0.18% 133
2025
Q1 		$839K Buy
18,200
+500
+3% +$20.9K 0.17% 131
2024
Q4 		$666K Buy
17,700
+4,000
+29% +$155K 0.13% 146
2024
Q3 		$556K Buy
13,700
+1,000
+8% +$37.6K 0.11% 165
2024
Q2 		$440K Buy
12,700
+400
+3% +$14.8K 0.09% 178
2024
Q1 		$462K Hold
12,300
– – 0.09% 171
2023
Q4 		$442K Buy
12,300
+400
+3% +$15.4K 0.1% 168
2023
Q3 		$450K Buy
11,900
+3,300
+38% +$134K 0.1% 145
2023
Q2 		$350K Buy
8,600
+3,750
+77% +$155K 0.08% 167
2023
Q1 		$203K Buy
+4,850
New +$202K 0.05% 186
2015
Q4 		– Sell
-7,571
Closed -$160K – 331
2015
Q3 		$160K Hold
7,571
– – 0.03% 284
2015
Q2 		$170K Hold
7,571
– – 0.03% 285
2015
Q1 		$181K Sell
7,571
-7,010
-48% -$174K 0.04% 280
2014
Q4 		$386K Hold
14,581
– – 0.1% 208
2014
Q3 		$355K Hold
14,581
– – 0.11% 223
2014
Q2 		$379K Buy
+14,581
New +$372K 0.15% 179

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AP
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Spirit of America Management Corp's EXC Position: Q2 2026 in Review

Spirit of America Management Corp increased its Exelon (EXC) stake by 3.7% in Q2 2026, buying an estimated $53.2K and bringing the position to 32,450 shares worth $1.51M. The position accounts for 0.29% of the portfolio, ranked #95.

Spirit of America Management Corp first reported a position in EXC in Q2 2014 and has held it in 20 quarters since. The position peaked at $1.53M in Q1 2026. 821 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Spirit of America Management Corp held 32,450 shares of Exelon worth $1.51M as of Q2 2026.
  • Spirit of America Management Corp bought 1,150 Exelon shares in Q2 2026, an estimated $53.2K.
  • Exelon made up 0.29% of Spirit of America Management Corp's portfolio in Q2 2026, its #95 holding.
  • Spirit of America Management Corp first reported a position in Exelon in Q2 2014 and has held it in 20 quarters since.
  • Spirit of America Management Corp's Exelon position peaked at $1.53M in Q1 2026.
  • 821 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.