Activest Wealth Management
EXC icon

Activest Wealth Management’s Exelon EXC Stock Holding History

Activest Wealth 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 		– Sell
-85
Closed -$3.96K – 1164
2026
Q2 		$3.96K Buy
85
+40
+89% +$1.85K ﹤0.01% 750
2026
Q1 		$2.21K Buy
+45
New +$2.09K ﹤0.01% 940
2025
Q4 		– Sell
-359
Closed -$16.2K – 1197
2025
Q3 		$16.2K Buy
359
+14
+4% +$615 ﹤0.01% 414
2025
Q2 		$15K Sell
345
-4
-1% -$178 ﹤0.01% 368
2025
Q1 		$16.1K Buy
349
+339
+3,390% +$14.2K ﹤0.01% 322
2024
Q4 		$376 Buy
+10
New +$388 ﹤0.01% 563

Other funds holding EXC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Activest Wealth Management's EXC Position: Q3 2026 in Review

Activest Wealth Management sold out of Exelon (EXC) in Q3 2026, closing a stake of 85 shares — an estimated $3.96K sold.

Activest Wealth Management first reported a position in EXC in Q4 2024 and held it in 6 quarters. The position peaked at $16.2K in Q3 2025. 1,072 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Activest Wealth Management reported no remaining Exelon position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 85 Exelon shares in Q3 2026, an estimated $3.96K.
  • Activest Wealth Management first reported a position in Exelon in Q4 2024 and held it in 6 quarters.
  • Activest Wealth Management's Exelon position peaked at $16.2K in Q3 2025.
  • 1,072 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.