Avanza Fonder
EXC icon

Avanza Fonder’s Exelon EXC Stock Holding History

Avanza Fonder’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 		$5.54M Buy
137,100
+15,395
+13% +$688K 0.11% 167
2026
Q2 		$5.67M Hold
121,705
– – 0.12% 159
2026
Q1 		$5.97M Hold
121,705
– – 0.17% 127
2025
Q4 		$5.31M Buy
121,705
+16,978
+16% +$775K 0.13% 144
2025
Q3 		$4.71M Hold
104,727
– – 0.12% 139
2025
Q2 		$4.55M Buy
104,727
+1,306
+1% +$58.1K 0.13% 135
2025
Q1 		$4.75M Sell
103,421
-1,702
-2% -$71.1K 0.16% 120
2024
Q4 		$3.96M Buy
+105,123
New +$4.08M 0.12% 150

Other funds holding EXC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Avanza Fonder's EXC Position: Q3 2026 in Review

Avanza Fonder increased its Exelon (EXC) stake by 13% in Q3 2026, buying an estimated $688K and bringing the position to 137,100 shares worth $5.54M. The position accounts for 0.11% of the portfolio, ranked #167.

Avanza Fonder first reported a position in EXC in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.97M in Q1 2026. 789 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Avanza Fonder held 137,100 shares of Exelon worth $5.54M as of Q3 2026.
  • Avanza Fonder bought 15,395 Exelon shares in Q3 2026, an estimated $688K.
  • Exelon made up 0.11% of Avanza Fonder's portfolio in Q3 2026, its #167 holding.
  • Avanza Fonder first reported a position in Exelon in Q4 2024 and has held it in 8 quarters since.
  • Avanza Fonder's Exelon position peaked at $5.97M in Q1 2026.
  • 789 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Avanza Fonder's 13F filing for Q3 2026, filed 13 Oct 2026.