RAFFA WEALTH MANAGEMENT, LLC’s Exelon EXC Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$16.5K	Buy	354 +24	+7%	+$1.11K	﹤0.01%	326
2026 Q1	$16.2K	Buy	330 +7	+2%	+$326	﹤0.01%	305
2025 Q4	$14.1K	Hold	323	–	–	﹤0.01%	312
2025 Q3	$14.5K	Buy	323 +25	+8%	+$1.1K	﹤0.01%	300
2025 Q2	$12.9K	Hold	298	–	–	﹤0.01%	329
2025 Q1	$13.7K	Hold	298	–	–	﹤0.01%	270
2024 Q4	$11.2K	Hold	298	–	–	﹤0.01%	307
2024 Q3	$12.1K	Buy	298 +75	+34%	+$2.82K	﹤0.01%	289
2024 Q2	$7.72K	Hold	223	–	–	﹤0.01%	483
2024 Q1	$8.38K	Hold	223	–	–	﹤0.01%	451
2023 Q4	$8.01K	Hold	223	–	–	﹤0.01%	329
2023 Q3	$8.43K	Hold	223	–	–	﹤0.01%	299
2023 Q2	$9.09K	Hold	223	–	–	﹤0.01%	299
2023 Q1	$9.34K	Hold	223	–	–	﹤0.01%	308
2022 Q4	$9.64K	Hold	223	–	–	﹤0.01%	290
2022 Q3	$8.35K	Hold	223	–	–	﹤0.01%	300
2022 Q2	$10.1K	Hold	223	–	–	﹤0.01%	287
2022 Q1	$10.6K	Sell	223 -90	-29%	-$3.81K	﹤0.01%	285
2021 Q4	$12.9K	Hold	313	–	–	﹤0.01%	266
2021 Q3	$10.8K	Hold	313	–	–	﹤0.01%	253
2021 Q2	$9.88K	Hold	313	–	–	﹤0.01%	266
2021 Q1	$9.75K	Buy	313 +34	+12%	+$1.02K	﹤0.01%	283
2020 Q4	$8.4K	Buy	279 +77	+38%	+$2.27K	﹤0.01%	273
2020 Q3	$5.15K	Buy	202 +7	+4%	+$186	﹤0.01%	324
2020 Q2	$5.04K	Buy	195 +21	+12%	+$558	﹤0.01%	314
2020 Q1	$4.56K	Buy	174 +62	+55%	+$1.95K	﹤0.01%	292
2019 Q4	$3.65K	Hold	112	–	–	﹤0.01%	312
2019 Q3	$3.87K	Buy	+112	New	+$3.76K	﹤0.01%	298
2019 Q2	–	Sell	-112	Closed	-$4.01K	–	954
2019 Q1	$4.01K	Hold	112	–	–	﹤0.01%	258
2018 Q4	$3.61K	Hold	112	–	–	﹤0.01%	274
2018 Q3	$3.49K	Hold	112	–	–	﹤0.01%	300
2018 Q2	$3.41K	Hold	112	–	–	﹤0.01%	290
2018 Q1	$3.12K	Buy	+112	New	+$3.02K	﹤0.01%	290
2017 Q1	–	Sell	-29	Closed	-$745	–	530
2016 Q4	$745	Hold	29	–	–	﹤0.01%	542
2016 Q3	$699	Hold	29	–	–	﹤0.01%	555
2016 Q2	$764	Hold	29	–	–	﹤0.01%	485
2016 Q1	$753	Hold	29	–	–	﹤0.01%	502
2015 Q4	$583	Hold	29	–	–	﹤0.01%	614
2015 Q3	$624	Hold	29	–	–	﹤0.01%	558
2015 Q2	$660	Hold	29	–	–	﹤0.01%	552
2015 Q1	$706	Hold	29	–	–	﹤0.01%	518
2014 Q4	$779	Hold	29	–	–	﹤0.01%	442
2014 Q3	$716	Buy	+29	New	+$679	﹤0.01%	439
2014 Q1	–	Sell	-29	Closed	-$779	–	426
2013 Q4	$779	Buy	+29	New	+$584	﹤0.01%	442

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

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

MMA

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

RAFFA WEALTH MANAGEMENT, LLC's EXC Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Exelon (EXC) stake by 7.3% in Q2 2026, buying an estimated $1.11K and bringing the position to 354 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in EXC in Q4 2013 and has held it in 44 quarters since. 442 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 354 shares of Exelon worth $16.5K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 24 Exelon shares in Q2 2026, an estimated $1.11K.
Exelon made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #326 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Exelon in Q4 2013 and has held it in 44 quarters since.
442 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.