Eagle Bluffs Wealth Management’s Exelon EXC Stock Holding History

Eagle Bluffs 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	–	Sell	-4,866	Closed	-$227K	–	86
2026 Q2	$227K	Sell	4,866 -75	-2%	-$3.47K	0.08%	82
2026 Q1	$242K	Buy	+4,941	New	+$230K	0.09%	75
2025 Q4	–	Sell	-4,543	Closed	-$204K	–	81
2025 Q3	$204K	Buy	+4,543	New	+$200K	0.09%	76
2025 Q2	–	Sell	-4,514	Closed	-$208K	–	76
2025 Q1	$208K	Buy	+4,514	New	+$189K	0.11%	75
2023 Q3	–	Sell	-5,005	Closed	-$204K	–	66
2023 Q2	$204K	Hold	5,005	–	–	0.16%	66
2023 Q1	$210K	Hold	5,005	–	–	0.17%	65
2022 Q4	$216K	Buy	+5,005	New	+$198K	0.23%	61
2022 Q3	–	Sell	-5,333	Closed	-$242K	–	59
2022 Q2	$242K	Sell	5,333 -1,039	-16%	-$48.8K	0.26%	60
2022 Q1	$303K	Sell	6,372 -5,904	-48%	-$250K	0.29%	59
2021 Q4	$506K	Buy	+12,276	New	+$462K	0.53%	46

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

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

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

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Eagle Bluffs Wealth Management's EXC Position: Q3 2026 in Review

Eagle Bluffs Wealth Management sold out of Exelon (EXC) in Q3 2026, closing a stake of 4,866 shares — an estimated $227K sold.

Eagle Bluffs Wealth Management first reported a position in EXC in Q4 2021 and held it in 10 quarters. The position peaked at $506K in Q4 2021. 299 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

Eagle Bluffs Wealth Management reported no remaining Exelon position as of Q3 2026 after selling out during the quarter.
Eagle Bluffs Wealth Management sold 4,866 Exelon shares in Q3 2026, an estimated $227K.
Eagle Bluffs Wealth Management first reported a position in Exelon in Q4 2021 and held it in 10 quarters.
Eagle Bluffs Wealth Management's Exelon position peaked at $506K in Q4 2021.
299 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.