STACKSTONE WEALTH, LLC’s Exelon EXC Stock Holding History

STACKSTONE WEALTH, 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 Q3	$536K	Buy	+13,269	New	+$593K	0.05%	222

Other funds holding EXC

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

STACKSTONE WEALTH, LLC's EXC Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Exelon (EXC) in Q3 2026: 13,269 shares worth $536K. The stake represents 0.05% of the portfolio and ranks #222 among its holdings.

208 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

STACKSTONE WEALTH, LLC held 13,269 shares of Exelon worth $536K as of Q3 2026.
Exelon was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Exelon made up 0.05% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #222 holding.
208 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.