Zurich Cantonal Bank
EXC icon

Zurich Cantonal Bank’s Exelon EXC Stock Holding History

Zurich Cantonal Bank’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 		$36.8M Sell
788,437
-17,990
-2% -$832K 0.07% 221
2026
Q1 		$39.5M Sell
806,427
-282,274
-26% -$13.1M 0.09% 193
2025
Q4 		$47.5M Buy
1,088,701
+301,539
+38% +$13.8M 0.1% 162
2025
Q3 		$35.4M Sell
787,162
-275,869
-26% -$12.1M 0.08% 204
2025
Q2 		$46.2M Buy
1,063,031
+163,776
+18% +$7.29M 0.11% 156
2025
Q1 		$41.4M Buy
899,255
+75,405
+9% +$3.15M 0.12% 152
2024
Q4 		$31M Buy
823,850
+277,543
+51% +$10.8M 0.09% 202
2024
Q3 		$22.2M Buy
546,307
+13,919
+3% +$523K 0.07% 258
2024
Q2 		$18.4M Buy
532,388
+67,279
+14% +$2.48M 0.06% 273
2024
Q1 		$17.5M Sell
465,109
-5,905
-1% -$211K 0.06% 289
2023
Q4 		$16.9M Buy
471,014
+66,676
+16% +$2.57M 0.06% 276
2023
Q3 		$15.3M Buy
404,338
+8,066
+2% +$329K 0.07% 254
2023
Q2 		$16.1M Buy
396,272
+90,084
+29% +$3.72M 0.07% 243
2023
Q1 		$12.8M Sell
306,188
-19,698
-6% -$821K 0.06% 285
2022
Q4 		$14.1M Buy
325,886
+171,714
+111% +$6.78M 0.08% 249
2022
Q3 		$5.78M Sell
154,172
-88,884
-37% -$3.93M 0.03% 435
2022
Q2 		$11M Sell
243,056
-84,157
-26% -$3.96M 0.06% 284
2022
Q1 		$15.6M Sell
327,213
-205,505
-39% -$8.71M 0.08% 242
2021
Q4 		$21.9M Sell
532,718
-123,195
-19% -$4.64M 0.11% 172
2021
Q3 		$22.6M Buy
655,913
+205,024
+45% +$7.01M 0.12% 159
2021
Q2 		$14.3M Buy
450,889
+3,441
+0.8% +$111K 0.08% 237
2021
Q1 		$14M Buy
447,448
+32,900
+8% +$989K 0.08% 228
2020
Q4 		$12.5M Buy
414,548
+151,662
+58% +$4.48M 0.08% 244
2020
Q3 		$6.71M Sell
262,886
-57,603
-18% -$1.53M 0.05% 356
2020
Q2 		$8.3M Sell
320,489
-81,170
-20% -$2.16M 0.07% 255
2020
Q1 		$10.5M Sell
401,659
-97,819
-20% -$3.08M 0.1% 211
2019
Q4 		$16.2M Buy
499,478
+32,229
+7% +$1.04M 0.13% 179
2019
Q3 		$16.1M Buy
467,249
+10,992
+2% +$369K 0.13% 161
2019
Q2 		$15.6M Sell
456,257
-277,990
-38% -$9.81M 0.13% 168
2019
Q1 		$26.3M Buy
734,247
+128,050
+21% +$4.36M 0.24% 89
2018
Q4 		$19.5M Sell
606,197
-197,041
-25% -$6.3M 0.2% 120
2018
Q3 		$25M Sell
803,238
-31,310
-4% -$963K 0.21% 107
2018
Q2 		$25.4M Sell
834,548
-24,762
-3% -$709K 0.23% 94
2018
Q1 		$23.9M Buy
859,310
+63,396
+8% +$1.71M 0.22% 101
2017
Q4 		$22.4M Buy
795,914
+146,352
+23% +$4.21M 0.2% 110
2017
Q3 		$17.5M Buy
649,562
+112,254
+21% +$3M 0.16% 138
2017
Q2 		$13.8M Buy
537,308
+68,447
+15% +$1.74M 0.14% 167
2017
Q1 		$12M Buy
468,861
+171,924
+58% +$4.38M 0.12% 194
2016
Q4 		$7.52M Buy
296,937
+99
+0% +$2.35K 0.08% 280
2016
Q3 		$7.05M Sell
296,838
-95,346
-24% -$2.4M 0.07% 300
2016
Q2 		$10.2M Sell
392,184
-3,413
-0.9% -$84.4K 0.13% 164
2016
Q1 		$10.1M Buy
395,597
+133,924
+51% +$3M 0.13% 166
2015
Q4 		$5.18M Sell
261,673
-471,035
-64% -$9.55M 0.07% 292
2015
Q3 		$15.5M Buy
732,708
+30,550
+4% +$687K 0.22% 110
2015
Q2 		$15.7M Buy
702,158
+40,247
+6% +$964K 0.22% 105
2015
Q1 		$15.9M Buy
661,911
+428,533
+184% +$10.6M 0.22% 107
2014
Q4 		$6.17M Buy
233,378
+69,240
+42% +$1.78M 0.19% 123
2014
Q3 		$3.99M Buy
164,138
+78,174
+91% +$1.83M 0.13% 187
2014
Q2 		$2.24M Buy
85,964
+12,323
+17% +$314K 0.07% 367
2014
Q1 		$1.76M Buy
73,641
+9,090
+14% +$191K 0.05% 387
2013
Q4 		$1.26M Buy
64,551
+3,593
+6% +$72.3K 0.04% 425
2013
Q3 		$1.29M Buy
60,958
+2,440
+4% +$53.4K 0.04% 405
2013
Q2 		$1.29M Buy
+58,518
New +$1.42M 0.05% 367

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Zurich Cantonal Bank's EXC Position: Q2 2026 in Review

Zurich Cantonal Bank reduced its Exelon (EXC) stake by 2.2% in Q2 2026, selling an estimated $832K and leaving 788,437 shares worth $36.8M. The position accounts for 0.07% of the portfolio, ranked #221.

Zurich Cantonal Bank first reported a position in EXC in Q2 2013 and has held it in 53 quarters since. The position peaked at $47.5M in Q4 2025. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Zurich Cantonal Bank held 788,437 shares of Exelon worth $36.8M as of Q2 2026.
  • Zurich Cantonal Bank sold 17,990 Exelon shares in Q2 2026, an estimated $832K.
  • Exelon made up 0.07% of Zurich Cantonal Bank's portfolio in Q2 2026, its #221 holding.
  • Zurich Cantonal Bank first reported a position in Exelon in Q2 2013 and has held it in 53 quarters since.
  • Zurich Cantonal Bank's Exelon position peaked at $47.5M in Q4 2025.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.