Apella Capital
EXC icon

Apella Capital’s Exelon EXC Stock Holding History

Apella Capital’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 		$249K Buy
6,010
+85
+1% +$3.8K ﹤0.01% 681
2026
Q2 		$282K Buy
5,925
+286
+5% +$13.2K ﹤0.01% 595
2026
Q1 		$265K Buy
5,639
+1,041
+23% +$48.4K ﹤0.01% 587
2025
Q4 		$200K Buy
+4,598
New +$210K ﹤0.01% 519

Other funds holding EXC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Apella Capital's EXC Position: Q3 2026 in Review

Apella Capital increased its Exelon (EXC) stake by 1.4% in Q3 2026, buying an estimated $3.8K and bringing the position to 6,010 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Apella Capital first reported a position in EXC in Q4 2025 and has held it in 4 quarters since. The position peaked at $282K in Q2 2026. 267 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Apella Capital held 6,010 shares of Exelon worth $249K as of Q3 2026.
  • Apella Capital bought 85 Exelon shares in Q3 2026, an estimated $3.8K.
  • Exelon made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #681 holding.
  • Apella Capital first reported a position in Exelon in Q4 2025 and has held it in 4 quarters since.
  • Apella Capital's Exelon position peaked at $282K in Q2 2026.
  • 267 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.