Affinity Capital Advisors’s Exelon EXC Stock Holding History

Affinity Capital Advisors’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	$393K	Buy	9,404 +4,093	+77%	+$183K	0.05%	134
2026 Q2	$250K	Buy	+5,311	New	+$246K	0.03%	169
2022 Q1	–	Sell	-4,971	Closed	-$205K	–	119
2021 Q4	$205K	Buy	+4,971	New	+$187K	0.06%	119

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

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

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

Affinity Capital Advisors's EXC Position: Q3 2026 in Review

Affinity Capital Advisors increased its Exelon (EXC) stake by 77% in Q3 2026, buying an estimated $183K and bringing the position to 9,404 shares worth $393K. The position accounts for 0.05% of the portfolio, ranked #134.

Affinity Capital Advisors first reported a position in EXC in Q4 2021 and has held it in 3 quarters since. 179 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

Affinity Capital Advisors held 9,404 shares of Exelon worth $393K as of Q3 2026.
Affinity Capital Advisors bought 4,093 Exelon shares in Q3 2026, an estimated $183K.
Exelon made up 0.05% of Affinity Capital Advisors's portfolio in Q3 2026, its #134 holding.
Affinity Capital Advisors first reported a position in Exelon in Q4 2021 and has held it in 3 quarters since.
179 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.