Wealthcare Capital Partners’s Exelon EXC Stock Holding History

Wealthcare Capital Partners’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	$496K	Sell	10,644 -184	-2%	-$8.51K	0.21%	99
2026 Q1	$531K	Sell	10,828 -761	-7%	-$35.4K	0.25%	81
2025 Q4	$505K	Sell	11,589 -4,379	-27%	-$200K	0.24%	84
2025 Q3	$719K	Buy	15,968 +93	+0.6%	+$4.08K	0.33%	56
2025 Q2	$689K	Buy	15,875 +120	+0.8%	+$5.34K	0.35%	52
2025 Q1	$726K	Buy	15,755 +123	+0.8%	+$5.14K	0.37%	47
2024 Q4	$588K	Buy	+15,632	New	+$606K	0.31%	50

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

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

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

Wealthcare Capital Partners's EXC Position: Q2 2026 in Review

Wealthcare Capital Partners reduced its Exelon (EXC) stake by 1.7% in Q2 2026, selling an estimated $8.51K and leaving 10,644 shares worth $496K. The position accounts for 0.21% of the portfolio, ranked #99.

Wealthcare Capital Partners first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $726K in Q1 2025. 537 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Wealthcare Capital Partners held 10,644 shares of Exelon worth $496K as of Q2 2026.
Wealthcare Capital Partners sold 184 Exelon shares in Q2 2026, an estimated $8.51K.
Exelon made up 0.21% of Wealthcare Capital Partners's portfolio in Q2 2026, its #99 holding.
Wealthcare Capital Partners first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
Wealthcare Capital Partners's Exelon position peaked at $726K in Q1 2025.
537 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.