Sumitomo Mitsui Trust Group
EXC icon

Sumitomo Mitsui Trust Group’s Exelon EXC Stock Holding History

Sumitomo Mitsui Trust Group’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 		$113M Sell
2,425,441
-103,802
-4% -$4.8M 0.06% 272
2026
Q1 		$124M Sell
2,529,243
-138,752
-5% -$6.45M 0.08% 237
2025
Q4 		$116M Buy
2,667,995
+96,464
+4% +$4.4M 0.07% 262
2025
Q3 		$116M Sell
2,571,531
-117,252
-4% -$5.15M 0.07% 269
2025
Q2 		$117M Buy
2,688,783
+246,766
+10% +$11M 0.07% 255
2025
Q1 		$113M Buy
2,442,017
+16,226
+0.7% +$678K 0.08% 245
2024
Q4 		$91.3M Buy
2,425,791
+40,076
+2% +$1.55M 0.06% 303
2024
Q3 		$96.7M Buy
2,385,715
+39,726
+2% +$1.49M 0.07% 287
2024
Q2 		$81.2M Sell
2,345,989
-133,332
-5% -$4.92M 0.06% 314
2024
Q1 		$93.1M Buy
2,479,321
+4,228
+0.2% +$151K 0.06% 320
2023
Q4 		$88.9M Sell
2,475,093
-186,311
-7% -$7.18M 0.07% 322
2023
Q3 		$101M Sell
2,661,404
-41,247
-2% -$1.68M 0.08% 256
2023
Q2 		$110M Sell
2,702,651
-373,414
-12% -$15.4M 0.09% 246
2023
Q1 		$129M Sell
3,076,065
-68,112
-2% -$2.84M 0.1% 225
2022
Q4 		$136M Buy
3,144,177
+211,550
+7% +$8.36M 0.11% 218
2022
Q3 		$110M Buy
2,932,627
+96,980
+3% +$4.29M 0.09% 253
2022
Q2 		$129M Buy
2,835,647
+117,302
+4% +$5.51M 0.1% 238
2022
Q1 		$129M Sell
2,718,345
-1,397,446
-34% -$59.2M 0.09% 254
2021
Q4 		$170M Sell
4,115,791
-177,964
-4% -$6.7M 0.1% 211
2021
Q3 		$148M Buy
4,293,755
+116,144
+3% +$3.97M 0.09% 238
2021
Q2 		$132M Sell
4,177,611
-594,706
-12% -$19.1M 0.08% 280
2021
Q1 		$149M Sell
4,772,317
-113,382
-2% -$3.41M 0.09% 238
2020
Q4 		$147M Sell
4,885,699
-619,269
-11% -$18.3M 0.1% 235
2020
Q3 		$140M Sell
5,504,968
-58,610
-1% -$1.55M 0.09% 230
2020
Q2 		$144M Sell
5,563,578
-36,583
-0.7% -$971K 0.1% 219
2020
Q1 		$147M Buy
5,600,161
+275,286
+5% +$8.66M 0.13% 177
2019
Q4 		$173M Sell
5,324,875
-219,077
-4% -$7.09M 0.14% 169
2019
Q3 		$191M Sell
5,543,952
-147,426
-3% -$4.95M 0.17% 137
2019
Q2 		$195M Sell
5,691,378
-135,701
-2% -$4.79M 0.17% 126
2019
Q1 		$208M Buy
5,827,079
+98,314
+2% +$3.35M 0.19% 113
2018
Q4 		$183M Buy
5,728,765
+856,525
+18% +$27.4M 0.2% 115
2018
Q3 		$152M Buy
4,872,240
+107,828
+2% +$3.32M 0.16% 140
2018
Q2 		$145M Buy
4,764,412
+313,791
+7% +$8.98M 0.17% 134
2018
Q1 		$124M Buy
4,450,621
+639,040
+17% +$17.3M 0.16% 146
2017
Q4 		$107M Sell
3,811,581
-53,524
-1% -$1.54M 0.14% 170
2017
Q3 		$104M Sell
3,865,105
-85,430
-2% -$2.28M 0.15% 163
2017
Q2 		$102M Sell
3,950,535
-132,564
-3% -$3.37M 0.15% 165
2017
Q1 		$105M Sell
4,083,099
-54,232
-1% -$1.38M 0.16% 142
2016
Q4 		$105M Buy
4,137,331
+145,913
+4% +$3.46M 0.17% 139
2016
Q3 		$94.8M Sell
3,991,418
-17,098
-0.4% -$430K 0.16% 157
2016
Q2 		$104M Buy
4,008,516
+8,867
+0.2% +$219K 0.18% 129
2016
Q1 		$102M Buy
3,999,649
+251,761
+7% +$5.64M 0.18% 131
2015
Q4 		$74M Sell
3,747,888
-79,798
-2% -$1.62M 0.13% 176
2015
Q3 		$81.1M Buy
3,827,686
+147,753
+4% +$3.32M 0.16% 146
2015
Q2 		$82.5M Sell
3,679,933
-54,827
-1% -$1.31M 0.15% 160
2015
Q1 		$89.5M Buy
3,734,760
+258,708
+7% +$6.41M 0.16% 147
2014
Q4 		$94.5M Buy
3,476,052
+483,622
+16% +$12.4M 0.18% 128
2014
Q3 		$72.8M Buy
2,992,430
+117,755
+4% +$2.76M 0.15% 167
2014
Q2 		$74.8M Sell
2,874,675
-175,021
-6% -$4.46M 0.15% 162
2014
Q1 		$73M Sell
3,049,696
-118,772
-4% -$2.5M 0.15% 158
2013
Q4 		$62.1M Sell
3,168,468
-137,074
-4% -$2.76M 0.13% 184
2013
Q3 		$69.9M Sell
3,305,542
-237,078
-7% -$5.19M 0.15% 154
2013
Q2 		$78M Buy
+3,542,620
New +$85.9M 0.18% 136

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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Sumitomo Mitsui Trust Group's EXC Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its Exelon (EXC) stake by 4.1% in Q2 2026, selling an estimated $4.8M and leaving 2,425,441 shares worth $113M. The position accounts for 0.06% of the portfolio, ranked #272.

Sumitomo Mitsui Trust Group first reported a position in EXC in Q2 2013 and has held it in 53 quarters since. The position peaked at $208M in Q1 2019. 537 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 2,425,441 shares of Exelon worth $113M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 103,802 Exelon shares in Q2 2026, an estimated $4.8M.
  • Exelon made up 0.06% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #272 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Exelon in Q2 2013 and has held it in 53 quarters since.
  • Sumitomo Mitsui Trust Group's Exelon position peaked at $208M in Q1 2019.
  • 537 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.