Elevation Wealth Partners
EXC icon

Elevation Wealth Partners’s Exelon EXC Stock Holding History

Elevation Wealth Partners’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 		$40.2K Buy
995
+401
+68% +$17.9K 0.01% 458
2026
Q2 		$27.7K Buy
594
+484
+440% +$22.4K 0.01% 480
2026
Q1 		$5.39K Buy
110
+5
+5% +$233 ﹤0.01% 689
2025
Q4 		$4.58K Buy
105
+41
+64% +$1.87K ﹤0.01% 646
2025
Q3 		$2.88K Buy
+64
New +$2.81K ﹤0.01% 581

Other funds holding EXC

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Elevation Wealth Partners's EXC Position: Q3 2026 in Review

Elevation Wealth Partners increased its Exelon (EXC) stake by 68% in Q3 2026, buying an estimated $17.9K and bringing the position to 995 shares worth $40.2K. The position accounts for 0.01% of the portfolio, ranked #458.

Elevation Wealth Partners first reported a position in EXC in Q3 2025 and has held it in 5 quarters since. 623 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Elevation Wealth Partners held 995 shares of Exelon worth $40.2K as of Q3 2026.
  • Elevation Wealth Partners bought 401 Exelon shares in Q3 2026, an estimated $17.9K.
  • Exelon made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #458 holding.
  • Elevation Wealth Partners first reported a position in Exelon in Q3 2025 and has held it in 5 quarters since.
  • 623 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.