FFA
EXC icon

Farther Finance Advisors’s Exelon EXC Stock Holding History

Farther Finance Advisors’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 		$1.18M Buy
29,231
+1,597
+6% +$71.4K 0.01% 1033
2026
Q2 		$1.29M Buy
27,634
+2,433
+10% +$113K 0.01% 948
2026
Q1 		$1.23M Buy
25,201
+1,729
+7% +$80.4K 0.01% 858
2025
Q4 		$1.02M Buy
23,472
+8,580
+58% +$392K 0.01% 877
2025
Q3 		$670K Buy
14,892
+1,893
+15% +$83.1K 0.01% 926
2025
Q2 		$564K Sell
12,999
-973
-7% -$43.3K 0.01% 854
2025
Q1 		$642K Buy
13,972
+7,789
+126% +$326K 0.02% 676
2024
Q4 		$233K Sell
6,183
-1,063
-15% -$41.2K 0.01% 917
2024
Q3 		$294K Buy
7,246
+2,339
+48% +$87.9K 0.01% 838
2024
Q2 		$170K Buy
4,907
+204
+4% +$7.53K 0.01% 914
2024
Q1 		$175K Buy
4,703
+291
+7% +$10.4K 0.01% 732
2023
Q4 		$158K Buy
4,412
+1,293
+41% +$49.8K 0.01% 634
2023
Q3 		$118K Buy
3,119
+1,646
+112% +$67.1K 0.02% 507
2023
Q2 		$60K Buy
1,473
+41
+3% +$1.7K 0.01% 608
2023
Q1 		$60K Buy
1,432
+43
+3% +$1.79K 0.02% 554
2022
Q4 		$60K Buy
+1,389
New +$54.9K 0.02% 450

Other funds holding EXC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Farther Finance Advisors's EXC Position: Q3 2026 in Review

Farther Finance Advisors increased its Exelon (EXC) stake by 5.8% in Q3 2026, buying an estimated $71.4K and bringing the position to 29,231 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #1033.

Farther Finance Advisors first reported a position in EXC in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.29M in Q2 2026. 45 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Farther Finance Advisors held 29,231 shares of Exelon worth $1.18M as of Q3 2026.
  • Farther Finance Advisors bought 1,597 Exelon shares in Q3 2026, an estimated $71.4K.
  • Exelon made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1033 holding.
  • Farther Finance Advisors first reported a position in Exelon in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Exelon position peaked at $1.29M in Q2 2026.
  • 45 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.