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Chapman Financial Group’s Exelon EXC Stock Holding History

Chapman 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 		$57.9K Hold
1,433
– – 0.04% 178
2026
Q2 		$66.8K Hold
1,433
– – 0.04% 175
2026
Q1 		$70.2K Hold
1,433
– – 0.05% 168
2025
Q4 		$62.4K Hold
1,433
– – 0.04% 173
2025
Q3 		$64.5K Hold
1,433
– – 0.04% 173
2025
Q2 		$62.2K Buy
+1,433
New +$63.8K 0.05% 135
2024
Q4 		$53.9K Buy
+1,433
New +$55.6K 0.04% 145

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

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

Chapman Financial Group held its Exelon (EXC) position steady in Q3 2026 at 1,433 shares worth $57.9K. The position accounts for 0.04% of the portfolio, ranked #178.

Chapman Financial Group first reported a position in EXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $70.2K in Q1 2026. 426 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Chapman Financial Group held 1,433 shares of Exelon worth $57.9K as of Q3 2026.
  • Chapman Financial Group left its Exelon share count unchanged in Q3 2026.
  • Exelon made up 0.04% of Chapman Financial Group's portfolio in Q3 2026, its #178 holding.
  • Chapman Financial Group first reported a position in Exelon in Q4 2024 and has held it in 7 quarters since.
  • Chapman Financial Group's Exelon position peaked at $70.2K in Q1 2026.
  • 426 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Chapman Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.