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Cooper Financial Group’s Exelon EXC Stock Holding History

Cooper 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 		– Sell
-13,161
Closed -$614K – 459
2026
Q2 		$614K Sell
13,161
-1,374
-9% -$63.6K 0.05% 239
2026
Q1 		$712K Buy
14,535
+196
+1% +$9.12K 0.07% 205
2025
Q4 		$625K Sell
14,339
-466
-3% -$21.3K 0.07% 206
2025
Q3 		$666K Sell
14,805
-838
-5% -$36.8K 0.07% 195
2025
Q2 		$679K Sell
15,643
-801
-5% -$35.7K 0.08% 200
2025
Q1 		$758K Buy
16,444
+1,515
+10% +$63.3K 0.1% 177
2024
Q4 		$562K Sell
14,929
-293
-2% -$11.4K 0.07% 225
2024
Q3 		$617K Sell
15,222
-2,558
-14% -$96.2K 0.08% 210
2024
Q2 		$615K Buy
17,780
+4,198
+31% +$155K 0.09% 194
2024
Q1 		$510K Buy
13,582
+2,184
+19% +$78K 0.08% 209
2023
Q4 		$409K Sell
11,398
-2,139
-16% -$82.4K 0.07% 233
2023
Q3 		$512K Buy
13,537
+103
+0.8% +$4.2K 0.12% 188
2023
Q2 		$547K Buy
13,434
+1,287
+11% +$53.2K 0.14% 175
2023
Q1 		$509K Buy
12,147
+2,032
+20% +$84.7K 0.14% 163
2022
Q4 		$437K Buy
10,115
+1,223
+14% +$48.3K 0.13% 164
2022
Q3 		$333K Buy
8,892
+2,485
+39% +$110K 0.12% 171
2022
Q2 		$290K Buy
6,407
+103
+2% +$4.84K 0.11% 185
2022
Q1 		$300K Buy
6,304
+1,438
+30% +$60.9K 0.11% 172
2021
Q4 		$201K Buy
+4,866
New +$183K 0.08% 228

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
GI
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
SC
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

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

Cooper Financial Group sold out of Exelon (EXC) in Q3 2026, closing a stake of 13,161 shares — an estimated $614K sold.

Cooper Financial Group first reported a position in EXC in Q4 2021 and held it in 19 quarters. The position peaked at $758K in Q1 2025. 45 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Cooper Financial Group reported no remaining Exelon position as of Q3 2026 after selling out during the quarter.
  • Cooper Financial Group sold 13,161 Exelon shares in Q3 2026, an estimated $614K.
  • Cooper Financial Group first reported a position in Exelon in Q4 2021 and held it in 19 quarters.
  • Cooper Financial Group's Exelon position peaked at $758K in Q1 2025.
  • 45 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.