DiNuzzo Private Wealth
EXC icon

DiNuzzo Private Wealth’s Exelon EXC Stock Holding History

DiNuzzo Private Wealth’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 		$8.2K Hold
203
– – ﹤0.01% 319
2026
Q2 		$9.46K Hold
203
– – ﹤0.01% 290
2026
Q1 		$10K Sell
203
-1
-0.5% -$47 ﹤0.01% 277
2025
Q4 		$8.89K Hold
204
– – ﹤0.01% 289
2025
Q3 		$8.91K Sell
204
-2
-1% -$88 ﹤0.01% 284
2025
Q2 		$8.94K Sell
206
-3
-1% -$134 ﹤0.01% 283
2025
Q1 		$9.6K Buy
209
+15
+8% +$627 ﹤0.01% 265
2024
Q4 		$7.3K Sell
194
-8
-4% -$310 ﹤0.01% 285
2024
Q3 		$8.19K Buy
202
+5
+3% +$188 ﹤0.01% 283
2024
Q2 		$6.82K Buy
197
+9
+5% +$332 ﹤0.01% 243
2024
Q1 		$7.06K Sell
188
-1
-0.5% -$36 ﹤0.01% 211
2023
Q4 		$6.79K Buy
+189
New +$7.28K ﹤0.01% 207

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
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
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
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DiNuzzo Private Wealth's EXC Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Exelon (EXC) position steady in Q3 2026 at 203 shares worth $8.2K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

DiNuzzo Private Wealth first reported a position in EXC in Q4 2023 and has held it in 12 quarters since. The position peaked at $10K in Q1 2026. 404 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • DiNuzzo Private Wealth held 203 shares of Exelon worth $8.2K as of Q3 2026.
  • DiNuzzo Private Wealth left its Exelon share count unchanged in Q3 2026.
  • Exelon made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #319 holding.
  • DiNuzzo Private Wealth first reported a position in Exelon in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's Exelon position peaked at $10K in Q1 2026.
  • 404 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.