WESPAC Advisors’s Exelon EXC Stock Holding History

WESPAC 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	$236K	Buy	5,064 +838	+20%	+$38.8K	0.12%	168
2026 Q1	$207K	Sell	4,226 -730	-15%	-$34K	0.11%	167
2025 Q4	$216K	Buy	+4,956	New	+$226K	0.12%	160
2025 Q3	–	Sell	-15,958	Closed	-$693K	–	189
2025 Q2	$693K	Buy	+15,958	New	+$711K	0.48%	83
2017 Q1	–	Sell	-62,170	Closed	-$1.57M	–	113
2016 Q4	$1.57M	Buy	+62,170	New	+$1.47M	1.77%	16

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

WESPAC Advisors's EXC Position: Q2 2026 in Review

WESPAC Advisors increased its Exelon (EXC) stake by 20% in Q2 2026, buying an estimated $38.8K and bringing the position to 5,064 shares worth $236K. The position accounts for 0.12% of the portfolio, ranked #168.

WESPAC Advisors first reported a position in EXC in Q4 2016 and has held it in 5 quarters since. The position peaked at $1.57M in Q4 2016. 832 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

WESPAC Advisors held 5,064 shares of Exelon worth $236K as of Q2 2026.
WESPAC Advisors bought 838 Exelon shares in Q2 2026, an estimated $38.8K.
Exelon made up 0.12% of WESPAC Advisors's portfolio in Q2 2026, its #168 holding.
WESPAC Advisors first reported a position in Exelon in Q4 2016 and has held it in 5 quarters since.
WESPAC Advisors's Exelon position peaked at $1.57M in Q4 2016.
832 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.