Byrne Asset Management’s Exelon EXC Stock Holding History

Byrne Asset 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	$12.1K	Hold	300	–	–	0.01%	426
2026 Q2	$14K	Sell	300 -200	-40%	-$9.25K	0.01%	396
2026 Q1	$24.5K	Hold	500	–	–	0.01%	330
2025 Q4	$21.8K	Hold	500	–	–	0.01%	340
2025 Q3	$22.5K	Hold	500	–	–	0.01%	327
2025 Q2	$21.7K	Hold	500	–	–	0.01%	324
2025 Q1	$23K	Sell	500 -120	-19%	-$5.02K	0.02%	327
2024 Q4	$23.3K	Buy	620 +120	+24%	+$4.66K	0.02%	267
2024 Q3	$20.3K	Buy	+500	New	+$18.8K	0.01%	300
2022 Q3	–	Sell	-73	Closed	-$3K	–	507
2022 Q2	$3K	Buy	+73	New	+$3.43K	﹤0.01%	463

Other funds holding EXC

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

PWM

Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

LSL

Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return

Byrne Asset Management's EXC Position: Q3 2026 in Review

Byrne Asset Management held its Exelon (EXC) position steady in Q3 2026 at 300 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #426.

Byrne Asset Management first reported a position in EXC in Q2 2022 and has held it in 10 quarters since. The position peaked at $24.5K in Q1 2026. 45 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

Byrne Asset Management held 300 shares of Exelon worth $12.1K as of Q3 2026.
Byrne Asset Management left its Exelon share count unchanged in Q3 2026.
Exelon made up 0.01% of Byrne Asset Management's portfolio in Q3 2026, its #426 holding.
Byrne Asset Management first reported a position in Exelon in Q2 2022 and has held it in 10 quarters since.
Byrne Asset Management's Exelon position peaked at $24.5K in Q1 2026.
45 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.