Fiduciary Alliance’s Exelon EXC Stock Holding History

Fiduciary Alliance’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	$539K	Buy	13,335 +32	+0.2%	+$1.43K	0.04%	308
2026 Q2	$620K	Sell	13,303 -102	-0.8%	-$4.72K	0.04%	330
2026 Q1	$642K	Sell	13,405 -294	-2%	-$13.7K	0.04%	336
2025 Q4	$597K	Sell	13,699 -853	-6%	-$38.9K	0.04%	318
2025 Q3	$655K	Sell	14,552 -176	-1%	-$7.73K	0.04%	295
2025 Q2	$639K	Buy	+14,728	New	+$656K	0.05%	286

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

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

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Fiduciary Alliance's EXC Position: Q3 2026 in Review

Fiduciary Alliance increased its Exelon (EXC) stake by 0.24% in Q3 2026, buying an estimated $1.43K and bringing the position to 13,335 shares worth $539K. The position accounts for 0.04% of the portfolio, ranked #308.

Fiduciary Alliance first reported a position in EXC in Q2 2025 and has held it in 6 quarters since. The position peaked at $655K in Q3 2025. 232 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

Fiduciary Alliance held 13,335 shares of Exelon worth $539K as of Q3 2026.
Fiduciary Alliance bought 32 Exelon shares in Q3 2026, an estimated $1.43K.
Exelon made up 0.04% of Fiduciary Alliance's portfolio in Q3 2026, its #308 holding.
Fiduciary Alliance first reported a position in Exelon in Q2 2025 and has held it in 6 quarters since.
Fiduciary Alliance's Exelon position peaked at $655K in Q3 2025.
232 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.