Aprio Wealth Management
EXC icon

Aprio Wealth Management’s Exelon EXC Stock Holding History

Aprio 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
-6,906
Closed -$322K – 655
2026
Q2 		$322K Sell
6,906
-786
-10% -$36.4K 0.02% 489
2026
Q1 		$377K Buy
7,692
+2,140
+39% +$100K 0.02% 431
2025
Q4 		$242K Buy
5,552
+591
+12% +$27K 0.01% 483
2025
Q3 		$223K Buy
+4,961
New +$218K 0.02% 400

Other funds holding EXC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

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

Aprio Wealth Management sold out of Exelon (EXC) in Q3 2026, closing a stake of 6,906 shares — an estimated $322K sold.

Aprio Wealth Management first reported a position in EXC in Q3 2025 and held it in 4 quarters. The position peaked at $377K in Q1 2026. 575 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Aprio Wealth Management reported no remaining Exelon position as of Q3 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 6,906 Exelon shares in Q3 2026, an estimated $322K.
  • Aprio Wealth Management first reported a position in Exelon in Q3 2025 and held it in 4 quarters.
  • Aprio Wealth Management's Exelon position peaked at $377K in Q1 2026.
  • 575 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.