Valued Wealth Advisors’s Exelon EXC Stock Holding History

Valued Wealth 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	$6.24K	Sell	134 -76	-36%	-$3.52K	﹤0.01%	402
2026 Q1	$10.3K	Buy	210 +123	+141%	+$5.72K	﹤0.01%	287
2025 Q4	$3.8K	Buy	87 +5	+6%	+$228	﹤0.01%	334
2025 Q3	$3.68K	Sell	82 -22	-21%	-$966	﹤0.01%	326
2025 Q2	$4.52K	Buy	104 +24	+30%	+$1.07K	﹤0.01%	296
2025 Q1	$3.71K	Hold	80	–	–	﹤0.01%	350
2024 Q4	$3.01K	Buy	80 +15	+23%	+$582	﹤0.01%	362
2024 Q3	$2.64K	Buy	65 +31	+91%	+$1.17K	﹤0.01%	347
2024 Q2	$1.18K	Hold	34	–	–	﹤0.01%	426
2024 Q1	$1.28K	Sell	34 -12	-26%	-$429	﹤0.01%	417
2023 Q4	$1.74K	Buy	+46	New	+$1.77K	﹤0.01%	319

Other funds holding EXC

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

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

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Valued Wealth Advisors's EXC Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Exelon (EXC) stake by 36% in Q2 2026, selling an estimated $3.52K and leaving 134 shares worth $6.24K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Valued Wealth Advisors first reported a position in EXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.3K in Q1 2026. 363 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Valued Wealth Advisors held 134 shares of Exelon worth $6.24K as of Q2 2026.
Valued Wealth Advisors sold 76 Exelon shares in Q2 2026, an estimated $3.52K.
Exelon made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #402 holding.
Valued Wealth Advisors first reported a position in Exelon in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Exelon position peaked at $10.3K in Q1 2026.
363 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.