Aviso Wealth Management
EXC icon

Aviso Wealth Management’s Exelon EXC Stock Holding History

Aviso 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 		$952K Sell
23,574
-961
-4% -$43K 0.36% 58
2026
Q2 		$1.14M Sell
24,535
-121
-0.5% -$5.6K 0.39% 54
2026
Q1 		$1.21M Buy
24,656
+8
+0% +$372 0.54% 45
2025
Q4 		$1.07M Sell
24,648
-1,363
-5% -$62.2K 0.45% 52
2025
Q3 		$1.17M Sell
26,011
-702
-3% -$30.8K 0.51% 50
2025
Q2 		$1.16M Buy
26,713
+878
+3% +$39.1K 0.54% 47
2025
Q1 		$1.19M Sell
25,835
-741
-3% -$31K 0.63% 47
2024
Q4 		$1M Sell
26,576
-126
-0.5% -$4.89K 0.51% 54
2024
Q3 		$1.08M Buy
26,702
+17,433
+188% +$655K 0.59% 43
2024
Q2 		$321K Buy
9,269
+2,770
+43% +$102K 0.19% 106
2024
Q1 		$244K Buy
+6,499
New +$232K 0.15% 126

Other funds holding EXC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 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

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

Aviso Wealth Management reduced its Exelon (EXC) stake by 3.9% in Q3 2026, selling an estimated $43K and leaving 23,574 shares worth $952K. The position accounts for 0.36% of the portfolio, ranked #58.

Aviso Wealth Management first reported a position in EXC in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.21M in Q1 2026. 674 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Aviso Wealth Management held 23,574 shares of Exelon worth $952K as of Q3 2026.
  • Aviso Wealth Management sold 961 Exelon shares in Q3 2026, an estimated $43K.
  • Exelon made up 0.36% of Aviso Wealth Management's portfolio in Q3 2026, its #58 holding.
  • Aviso Wealth Management first reported a position in Exelon in Q1 2024 and has held it in 11 quarters since.
  • Aviso Wealth Management's Exelon position peaked at $1.21M in Q1 2026.
  • 674 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.