Financial Council’s Exelon EXC Stock Holding History

Financial Council’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	$224K	Hold	5,549	–	–	0.07%	103
2026 Q2	$259K	Hold	5,549	–	–	0.08%	91
2026 Q1	$272K	Hold	5,549	–	–	0.1%	76
2025 Q4	$242K	Hold	5,549	–	–	0.1%	83
2025 Q3	$250K	Hold	5,549	–	–	0.11%	77
2025 Q2	$241K	Hold	5,549	–	–	0.12%	78
2025 Q1	$256K	Hold	5,549	–	–	0.14%	73
2024 Q4	$209K	Hold	5,549	–	–	0.11%	85
2024 Q3	$225K	Buy	+5,549	New	+$209K	0.12%	83
2024 Q2	–	Sell	-5,549	Closed	-$208K	–	83
2024 Q1	$208K	Sell	5,549 -175	-3%	-$6.25K	0.12%	80
2023 Q4	$205K	Hold	5,724	–	–	0.14%	73
2023 Q3	$216K	Hold	5,724	–	–	0.17%	59
2023 Q2	$233K	Buy	+5,724	New	+$237K	0.18%	61

Other funds holding EXC

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

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 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

Financial Council's EXC Position: Q3 2026 in Review

Financial Council held its Exelon (EXC) position steady in Q3 2026 at 5,549 shares worth $224K. The position accounts for 0.07% of the portfolio, ranked #103.

Financial Council first reported a position in EXC in Q2 2023 and has held it in 13 quarters since. The position peaked at $272K in Q1 2026. 591 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

Financial Council held 5,549 shares of Exelon worth $224K as of Q3 2026.
Financial Council left its Exelon share count unchanged in Q3 2026.
Exelon made up 0.07% of Financial Council's portfolio in Q3 2026, its #103 holding.
Financial Council first reported a position in Exelon in Q2 2023 and has held it in 13 quarters since.
Financial Council's Exelon position peaked at $272K in Q1 2026.
591 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Financial Council's 13F filing for Q3 2026, filed 2 Nov 2026.