Beirne Wealth Consulting Services
EXC icon

Beirne Wealth Consulting Services’s Exelon EXC Stock Holding History

Beirne Wealth Consulting Services’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 		$212K Buy
5,246
+274
+6% +$12.2K 0.04% 94
2026
Q2 		$232K Buy
+4,972
New +$230K 0.05% 92

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

Beirne Wealth Consulting Services's EXC Position: Q3 2026 in Review

Beirne Wealth Consulting Services increased its Exelon (EXC) stake by 5.5% in Q3 2026, buying an estimated $12.2K and bringing the position to 5,246 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #94.

Beirne Wealth Consulting Services first reported a position in EXC in Q2 2026 and has held it in 2 quarters since. The position peaked at $232K in Q2 2026. 789 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Beirne Wealth Consulting Services held 5,246 shares of Exelon worth $212K as of Q3 2026.
  • Beirne Wealth Consulting Services bought 274 Exelon shares in Q3 2026, an estimated $12.2K.
  • Exelon made up 0.04% of Beirne Wealth Consulting Services's portfolio in Q3 2026, its #94 holding.
  • Beirne Wealth Consulting Services first reported a position in Exelon in Q2 2026 and has held it in 2 quarters since.
  • Beirne Wealth Consulting Services's Exelon position peaked at $232K in Q2 2026.
  • 789 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q3 2026, filed 19 Oct 2026.