Cedar Mountain Advisors’s Exelon EXC Stock Holding History

Cedar Mountain Advisors’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	$364	Sell	9 -242	-96%	-$10.8K	﹤0.01%	1063
2026 Q2	$11.7K	Buy	251 +2	+0.8%	+$93	﹤0.01%	465
2026 Q1	$12.2K	Buy	249 +11	+5%	+$512	﹤0.01%	409
2025 Q4	$10.4K	Buy	238 +2	+0.8%	+$91	﹤0.01%	248
2025 Q3	$10.6K	Buy	236 +2	+0.9%	+$88	﹤0.01%	250
2025 Q2	$10.1K	Buy	234 +2	+0.9%	+$89	﹤0.01%	215
2025 Q1	$10.7K	Buy	232 +3	+1%	+$125	﹤0.01%	201
2024 Q4	$8.64K	Buy	229 +2	+0.9%	+$78	﹤0.01%	217
2024 Q3	$9.21K	Buy	227 +2	+0.9%	+$75	﹤0.01%	206
2024 Q2	$7.79K	Hold	225	–	–	﹤0.01%	202
2024 Q1	$8.45K	Hold	225	–	–	﹤0.01%	197
2023 Q4	$8.08K	Hold	225	–	–	﹤0.01%	196
2023 Q3	$8.5K	Hold	225	–	–	﹤0.01%	182
2023 Q2	$9.17K	Hold	225	–	–	﹤0.01%	172
2023 Q1	$9.42K	Hold	225	–	–	﹤0.01%	169
2022 Q4	$9.7K	Hold	225	–	–	﹤0.01%	161
2022 Q3	$8K	Hold	225	–	–	﹤0.01%	174
2022 Q2	$10K	Hold	225	–	–	﹤0.01%	160
2022 Q1	$11K	Sell	225 -90	-29%	-$3.81K	﹤0.01%	165
2021 Q4	$13K	Hold	315	–	–	﹤0.01%	150
2021 Q3	$11K	Hold	315	–	–	﹤0.01%	154
2021 Q2	$10K	Hold	315	–	–	﹤0.01%	164
2021 Q1	$10K	Hold	315	–	–	﹤0.01%	169
2020 Q4	$9K	Sell	315 -314	-50%	-$9.27K	﹤0.01%	180
2020 Q3	$16K	Hold	629	–	–	0.01%	122
2020 Q2	$16K	Hold	629	–	–	0.01%	116
2020 Q1	$17K	Hold	629	–	–	0.01%	98
2019 Q4	$20K	Buy	+629	New	+$20.4K	0.01%	108

Other funds holding EXC

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

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

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Cedar Mountain Advisors's EXC Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its Exelon (EXC) stake by 96% in Q3 2026, selling an estimated $10.8K and leaving 9 shares worth $364. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Cedar Mountain Advisors first reported a position in EXC in Q4 2019 and has held it in 28 quarters since. The position peaked at $20K in Q4 2019. 208 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

Cedar Mountain Advisors held 9 shares of Exelon worth $364 as of Q3 2026.
Cedar Mountain Advisors sold 242 Exelon shares in Q3 2026, an estimated $10.8K.
Exelon made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #1063 holding.
Cedar Mountain Advisors first reported a position in Exelon in Q4 2019 and has held it in 28 quarters since.
Cedar Mountain Advisors's Exelon position peaked at $20K in Q4 2019.
208 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.