Birchbrook
EXC icon

Birchbrook’s Exelon EXC Stock Holding History

Birchbrook’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 		$8.48K Hold
210
– – ﹤0.01% 208
2026
Q2 		$9.8K Hold
210
– – ﹤0.01% 206
2026
Q1 		$10.3K Hold
210
– – 0.01% 193
2025
Q4 		$9.15K Hold
210
– – ﹤0.01% 206
2025
Q3 		$9.45K Hold
210
– – ﹤0.01% 194
2025
Q2 		$9.12K Hold
210
– – ﹤0.01% 195
2025
Q1 		$9.7K Hold
210
– – 0.01% 188
2024
Q4 		$7.9K Buy
+210
New +$8.15K ﹤0.01% 212

Other funds holding EXC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
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
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Birchbrook's EXC Position: Q3 2026 in Review

Birchbrook held its Exelon (EXC) position steady in Q3 2026 at 210 shares worth $8.48K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

Birchbrook first reported a position in EXC in Q4 2024 and has held it in 8 quarters since. The position peaked at $10.3K in Q1 2026. 452 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Birchbrook held 210 shares of Exelon worth $8.48K as of Q3 2026.
  • Birchbrook left its Exelon share count unchanged in Q3 2026.
  • Exelon made up ﹤0.01% of Birchbrook's portfolio in Q3 2026, its #208 holding.
  • Birchbrook first reported a position in Exelon in Q4 2024 and has held it in 8 quarters since.
  • Birchbrook's Exelon position peaked at $10.3K in Q1 2026.
  • 452 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.