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Sterling Investment Counsel’s Exelon EXC Stock Holding History

Sterling Investment Counsel’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 		$214K Buy
4,580
+495
+12% +$22.9K 0.05% 188
2026
Q1 		$200K Buy
+4,085
New +$190K 0.06% 190

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Sterling Investment Counsel's EXC Position: Q2 2026 in Review

Sterling Investment Counsel increased its Exelon (EXC) stake by 12% in Q2 2026, buying an estimated $22.9K and bringing the position to 4,580 shares worth $214K. The position accounts for 0.05% of the portfolio, ranked #188.

Sterling Investment Counsel first reported a position in EXC in Q1 2026 and has held it in 2 quarters since. 537 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Sterling Investment Counsel held 4,580 shares of Exelon worth $214K as of Q2 2026.
  • Sterling Investment Counsel bought 495 Exelon shares in Q2 2026, an estimated $22.9K.
  • Exelon made up 0.05% of Sterling Investment Counsel's portfolio in Q2 2026, its #188 holding.
  • Sterling Investment Counsel first reported a position in Exelon in Q1 2026 and has held it in 2 quarters since.
  • 537 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.