Birch Financial Group
EXC icon

Birch Financial Group’s Exelon EXC Stock Holding History

Birch Financial Group’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 		$181K Sell
4,476
-4,079
-48% -$182K 0.08% 140
2026
Q2 		$399K Buy
8,555
+243
+3% +$11.2K 0.21% 88
2026
Q1 		$407K Buy
8,312
+1,169
+16% +$54.4K 0.24% 83
2025
Q4 		$311K Buy
+7,143
New +$326K 0.18% 100

Other funds holding EXC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
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

Birch Financial Group's EXC Position: Q3 2026 in Review

Birch Financial Group reduced its Exelon (EXC) stake by 48% in Q3 2026, selling an estimated $182K and leaving 4,476 shares worth $181K. The position accounts for 0.08% of the portfolio, ranked #140.

Birch Financial Group first reported a position in EXC in Q4 2025 and has held it in 4 quarters since. The position peaked at $407K in Q1 2026. 917 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Birch Financial Group held 4,476 shares of Exelon worth $181K as of Q3 2026.
  • Birch Financial Group sold 4,079 Exelon shares in Q3 2026, an estimated $182K.
  • Exelon made up 0.08% of Birch Financial Group's portfolio in Q3 2026, its #140 holding.
  • Birch Financial Group first reported a position in Exelon in Q4 2025 and has held it in 4 quarters since.
  • Birch Financial Group's Exelon position peaked at $407K in Q1 2026.
  • 917 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.