B.A. Schrock Wealth Management, Inc.’s Exelon EXC Stock Holding History

B.A. Schrock Wealth Management, Inc.’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	$2.24M	Buy	+55,415	New	+$2.48M	0.82%	42

Other funds holding EXC

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

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

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s EXC Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in Exelon (EXC) in Q3 2026: 55,415 shares worth $2.24M. The stake represents 0.82% of the portfolio and ranks #42 among its holdings.

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

B.A. Schrock Wealth Management, Inc. held 55,415 shares of Exelon worth $2.24M as of Q3 2026.
Exelon was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
Exelon made up 0.82% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #42 holding.
128 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.