Ulland Investment Advisors’s Exelon EXC Stock Holding History

Ulland Investment Advisors’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	$9K	Hold	200	–	–	0.01%	185
2026 Q1	$10K	Hold	200	–	–	0.01%	176
2025 Q4	$9K	Hold	200	–	–	0.01%	175
2025 Q3	$9K	Hold	200	–	–	0.01%	180
2025 Q2	$9K	Hold	200	–	–	0.01%	175
2025 Q1	$9K	Hold	200	–	–	0.01%	179
2024 Q4	$8K	Hold	200	–	–	0.01%	180
2024 Q3	$8K	Hold	200	–	–	0.01%	171
2024 Q2	$7K	Hold	200	–	–	﹤0.01%	180
2024 Q1	$8K	Hold	200	–	–	0.01%	183
2023 Q4	$7K	Hold	200	–	–	0.01%	168
2023 Q3	$8K	Hold	200	–	–	0.01%	173
2023 Q2	$8K	Hold	200	–	–	0.01%	173
2023 Q1	$8K	Hold	200	–	–	0.01%	163
2022 Q4	$9K	Hold	200	–	–	0.01%	162
2022 Q3	$7K	Hold	200	–	–	0.01%	177
2022 Q2	$9K	Hold	200	–	–	0.01%	186
2022 Q1	$10K	Sell	200 -80	-29%	-$3.39K	0.01%	194
2021 Q4	$12K	Buy	+280	New	+$10.5K	0.01%	171

Other funds holding EXC

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

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

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Ulland Investment Advisors's EXC Position: Q2 2026 in Review

Ulland Investment Advisors held its Exelon (EXC) position steady in Q2 2026 at 200 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #185.

Ulland Investment Advisors first reported a position in EXC in Q4 2021 and has held it in 19 quarters since. The position peaked at $12K in Q4 2021. 723 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Ulland Investment Advisors held 200 shares of Exelon worth $9K as of Q2 2026.
Ulland Investment Advisors left its Exelon share count unchanged in Q2 2026.
Exelon made up 0.01% of Ulland Investment Advisors's portfolio in Q2 2026, its #185 holding.
Ulland Investment Advisors first reported a position in Exelon in Q4 2021 and has held it in 19 quarters since.
Ulland Investment Advisors's Exelon position peaked at $12K in Q4 2021.
723 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.