Summit Global Investments’s Exelon EXC Stock Holding History

Summit Global Investments’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	$1.97M	Sell	42,290 -21,820	-34%	-$1.01M	0.11%	97
2026 Q1	$3.14M	Buy	64,110 +155	+0.2%	+$7.21K	0.19%	58
2025 Q4	$2.79M	Buy	63,955 +16,349	+34%	+$746K	0.16%	70
2025 Q3	$2.14M	Sell	47,606 -2,079	-4%	-$91.3K	0.13%	99
2025 Q2	$2.16M	Buy	49,685 +33,180	+201%	+$1.48M	0.13%	107
2025 Q1	$761K	Buy	+16,505	New	+$690K	0.06%	216
2024 Q4	–	Sell	-9,041	Closed	-$367K	–	566
2024 Q3	$367K	Buy	+9,041	New	+$340K	0.02%	403
2023 Q2	–	Sell	-36,604	Closed	-$1.53M	–	566
2023 Q1	$1.53M	Sell	36,604 -3,323	-8%	-$139K	0.12%	163
2022 Q4	$1.73M	Sell	39,927 -284	-0.7%	-$11.2K	0.15%	152
2022 Q3	$1.51M	Buy	40,211 +30	+0.1%	+$1.33K	0.14%	158
2022 Q2	$1.82M	Buy	40,181 +770	+2%	+$36.2K	0.16%	142
2022 Q1	$1.88M	Buy	+39,411	New	+$1.67M	0.14%	156

Other funds holding EXC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Summit Global Investments's EXC Position: Q2 2026 in Review

Summit Global Investments reduced its Exelon (EXC) stake by 34% in Q2 2026, selling an estimated $1.01M and leaving 42,290 shares worth $1.97M. The position accounts for 0.11% of the portfolio, ranked #97.

Summit Global Investments first reported a position in EXC in Q1 2022 and has held it in 12 quarters since. The position peaked at $3.14M in Q1 2026. 576 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Summit Global Investments held 42,290 shares of Exelon worth $1.97M as of Q2 2026.
Summit Global Investments sold 21,820 Exelon shares in Q2 2026, an estimated $1.01M.
Exelon made up 0.11% of Summit Global Investments's portfolio in Q2 2026, its #97 holding.
Summit Global Investments first reported a position in Exelon in Q1 2022 and has held it in 12 quarters since.
Summit Global Investments's Exelon position peaked at $3.14M in Q1 2026.
576 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.