Cadence Bank’s Exelon EXC Stock Holding History

Cadence Bank’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
2025 Q4	–	Sell	-4,545	Closed	-$205K	–	340
2025 Q3	$205K	Sell	4,545 -713	-14%	-$31.3K	0.01%	327
2025 Q2	$228K	Sell	5,258 -106	-2%	-$4.72K	0.02%	310
2025 Q1	$247K	Hold	5,364	–	–	0.02%	295
2024 Q4	$202K	Sell	5,364 -367	-6%	-$14.2K	0.01%	322
2024 Q3	$232K	Buy	+5,731	New	+$215K	0.02%	309
2024 Q2	–	Sell	-5,718	Closed	-$215K	–	305
2024 Q1	$215K	Sell	5,718 -500	-8%	-$17.9K	0.02%	318
2023 Q4	$223K	Sell	6,218 -110	-2%	-$4.24K	0.02%	310
2023 Q3	$239K	Sell	6,328 -69	-1%	-$2.81K	0.02%	296
2023 Q2	$261K	Hold	6,397	–	–	0.02%	292
2023 Q1	$268K	Buy	6,397 +747	+13%	+$31.1K	0.02%	287
2022 Q4	$244K	Sell	5,650 -1,000	-15%	-$39.5K	0.02%	302
2022 Q3	$249K	Buy	+6,650	New	+$294K	0.03%	293

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cadence Bank's EXC Position: Q4 2025 in Review

Cadence Bank sold out of Exelon (EXC) in Q4 2025, closing a stake of 4,545 shares — an estimated $205K sold.

Cadence Bank first reported a position in EXC in Q3 2022 and held it in 12 quarters. The position peaked at $268K in Q1 2023. 1,248 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

Cadence Bank reported no remaining Exelon position as of Q4 2025 after selling out during the quarter.
Cadence Bank sold 4,545 Exelon shares in Q4 2025, an estimated $205K.
Cadence Bank first reported a position in Exelon in Q3 2022 and held it in 12 quarters.
Cadence Bank's Exelon position peaked at $268K in Q1 2023.
1,248 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.