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Westfuller Advisors’s Exelon EXC Stock Holding History

Westfuller 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 		$101K Buy
2,172
+81
+4% +$3.75K 0.04% 227
2026
Q1 		$103K Buy
2,091
+232
+12% +$10.8K 0.04% 198
2025
Q4 		$81K Buy
1,859
+62
+3% +$2.83K 0.03% 247
2025
Q3 		$80.9K Buy
+1,797
New +$78.9K 0.04% 240

Other funds holding EXC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
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

Westfuller Advisors's EXC Position: Q2 2026 in Review

Westfuller Advisors increased its Exelon (EXC) stake by 3.9% in Q2 2026, buying an estimated $3.75K and bringing the position to 2,172 shares worth $101K. The position accounts for 0.04% of the portfolio, ranked #227.

Westfuller Advisors first reported a position in EXC in Q3 2025 and has held it in 4 quarters since. The position peaked at $103K in Q1 2026. 528 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Westfuller Advisors held 2,172 shares of Exelon worth $101K as of Q2 2026.
  • Westfuller Advisors bought 81 Exelon shares in Q2 2026, an estimated $3.75K.
  • Exelon made up 0.04% of Westfuller Advisors's portfolio in Q2 2026, its #227 holding.
  • Westfuller Advisors first reported a position in Exelon in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Exelon position peaked at $103K in Q1 2026.
  • 528 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.