Compass Wealth Management’s Exelon EXC Stock Holding History

Compass Wealth 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	$11.9K	Buy	+295	New	+$13.2K	﹤0.01%	351

Other funds holding EXC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Compass Wealth Management's EXC Position: Q3 2026 in Review

Compass Wealth Management opened a new position in Exelon (EXC) in Q3 2026: 295 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #351 among its holdings.

678 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

Compass Wealth Management held 295 shares of Exelon worth $11.9K as of Q3 2026.
Exelon was a new Compass Wealth Management position in Q3 2026.
Exelon made up ﹤0.01% of Compass Wealth Management's portfolio in Q3 2026, its #351 holding.
678 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.