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Acropolis Investment Management’s Exelon EXC Stock Holding History

Acropolis Investment Management’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 		$339K Buy
8,402
+1,882
+29% +$84.1K 0.01% 224
2026
Q2 		$304K Sell
6,520
-445
-6% -$20.6K 0.01% 245
2026
Q1 		$341K Buy
6,965
+2,331
+50% +$108K 0.02% 213
2025
Q4 		$202K Sell
4,634
-193
-4% -$8.81K 0.01% 282
2025
Q3 		$210K Sell
4,827
-27
-0.6% -$1.19K 0.01% 252
2025
Q2 		$211K Sell
4,854
-69
-1% -$3.07K 0.01% 234
2025
Q1 		$227K Sell
4,923
-230
-4% -$9.61K 0.01% 218
2024
Q4 		$194K Sell
5,153
-403
-7% -$15.6K 0.01% 236
2024
Q3 		$225K Sell
5,556
-270
-5% -$10.2K 0.01% 211
2024
Q2 		$202K Sell
5,826
-577
-9% -$21.3K 0.01% 219
2024
Q1 		$241K Sell
6,403
-1,866
-23% -$66.7K 0.02% 206
2023
Q4 		$296K Sell
8,269
-6,377
-44% -$246K 0.02% 182
2023
Q3 		$553K Sell
14,646
-10,807
-42% -$440K 0.04% 126
2023
Q2 		$1.04M Buy
25,453
+652
+3% +$27K 0.08% 93
2023
Q1 		$1.04M Buy
24,801
+2,000
+9% +$83.4K 0.09% 92
2022
Q4 		$986K Buy
22,801
+1,334
+6% +$52.7K 0.09% 86
2022
Q3 		$804K Buy
21,467
+216
+1% +$9.55K 0.08% 95
2022
Q2 		$963K Sell
21,251
-70
-0.3% -$3.29K 0.09% 89
2022
Q1 		$1.02M Sell
21,321
-7,466
-26% -$316K 0.09% 92
2021
Q4 		$1.19M Buy
28,787
+4,263
+17% +$161K 0.11% 78
2021
Q3 		$841K Buy
24,524
+2,643
+12% +$90.3K 0.1% 89
2021
Q2 		$692K Buy
21,881
+1,347
+7% +$43.4K 0.07% 103
2021
Q1 		$641K Buy
20,534
+9,234
+82% +$277K 0.07% 105
2020
Q4 		$340K Buy
+11,300
New +$333K 0.04% 134

Other funds holding EXC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return

Acropolis Investment Management's EXC Position: Q3 2026 in Review

Acropolis Investment Management increased its Exelon (EXC) stake by 29% in Q3 2026, buying an estimated $84.1K and bringing the position to 8,402 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #224.

Acropolis Investment Management first reported a position in EXC in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.19M in Q4 2021. 45 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Acropolis Investment Management held 8,402 shares of Exelon worth $339K as of Q3 2026.
  • Acropolis Investment Management bought 1,882 Exelon shares in Q3 2026, an estimated $84.1K.
  • Exelon made up 0.01% of Acropolis Investment Management's portfolio in Q3 2026, its #224 holding.
  • Acropolis Investment Management first reported a position in Exelon in Q4 2020 and has held it in 24 quarters since.
  • Acropolis Investment Management's Exelon position peaked at $1.19M in Q4 2021.
  • 45 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.