Empirical Wealth Management’s Exelon EXC Stock Holding History

Empirical 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	$909K	Buy	22,493 +6,362	+39%	+$284K	0.01%	536
2026 Q2	$752K	Buy	16,131 +6,451	+67%	+$298K	0.01%	496
2026 Q1	$475K	Buy	9,680 +4,249	+78%	+$198K	0.01%	586
2025 Q4	$237K	Buy	5,431 +129	+2%	+$5.89K	﹤0.01%	796
2025 Q3	$239K	Buy	+5,302	New	+$233K	﹤0.01%	698
2022 Q1	–	Sell	-7,714	Closed	-$318K	–	514
2021 Q4	$318K	Sell	7,714 -3,473	-31%	-$131K	0.02%	411
2021 Q3	$386K	Sell	11,187 -4,915	-31%	-$168K	0.02%	342
2021 Q2	$509K	Buy	16,102 +5,703	+55%	+$184K	0.03%	299
2021 Q1	$324K	Buy	+10,399	New	+$312K	0.03%	313

Other funds holding EXC

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 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

Empirical Wealth Management's EXC Position: Q3 2026 in Review

Empirical Wealth Management increased its Exelon (EXC) stake by 39% in Q3 2026, buying an estimated $284K and bringing the position to 22,493 shares worth $909K. The position accounts for 0.01% of the portfolio, ranked #536.

Empirical Wealth Management first reported a position in EXC in Q1 2021 and has held it in 9 quarters since. 560 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

Empirical Wealth Management held 22,493 shares of Exelon worth $909K as of Q3 2026.
Empirical Wealth Management bought 6,362 Exelon shares in Q3 2026, an estimated $284K.
Exelon made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #536 holding.
Empirical Wealth Management first reported a position in Exelon in Q1 2021 and has held it in 9 quarters since.
560 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.