Diversified Enterprises’s Exelon EXC Stock Holding History

Diversified Enterprises’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	$603K	Buy	14,930 +1,139	+8%	+$50.9K	0.03%	246
2026 Q2	$643K	Sell	13,791 -56	-0.4%	-$2.59K	0.03%	213
2026 Q1	$679K	Buy	13,847 +1,193	+9%	+$55.5K	0.04%	196
2025 Q4	$552K	Buy	12,654 +2,159	+21%	+$98.5K	0.03%	203
2025 Q3	$472K	Sell	10,495 -422	-4%	-$18.5K	0.03%	169
2025 Q2	$474K	Sell	10,917 -1,931	-15%	-$86K	0.04%	167
2025 Q1	$592K	Buy	12,848 +348	+3%	+$14.5K	0.05%	143
2024 Q4	$470K	Buy	12,500 +5	+0%	+$194	0.04%	135
2024 Q3	$507K	Buy	+12,495	New	+$470K	0.06%	122

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

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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Diversified Enterprises's EXC Position: Q3 2026 in Review

Diversified Enterprises increased its Exelon (EXC) stake by 8.3% in Q3 2026, buying an estimated $50.9K and bringing the position to 14,930 shares worth $603K. The position accounts for 0.03% of the portfolio, ranked #246.

Diversified Enterprises first reported a position in EXC in Q3 2024 and has held it in 9 quarters since. The position peaked at $679K in Q1 2026. 452 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

Diversified Enterprises held 14,930 shares of Exelon worth $603K as of Q3 2026.
Diversified Enterprises bought 1,139 Exelon shares in Q3 2026, an estimated $50.9K.
Exelon made up 0.03% of Diversified Enterprises's portfolio in Q3 2026, its #246 holding.
Diversified Enterprises first reported a position in Exelon in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's Exelon position peaked at $679K in Q1 2026.
452 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.