FORM Wealth Advisors
EXC icon

FORM Wealth Advisors’s Exelon EXC Stock Holding History

FORM Wealth 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 		– Sell
-4,452
Closed -$208K – 60
2026
Q2 		$208K Buy
4,452
+1
+0% +$46 0.02% 59
2026
Q1 		$218K Buy
+4,451
New +$207K 0.03% 56
2025
Q2 		– Sell
-4,449
Closed -$205K – 66
2025
Q1 		$205K Buy
+4,449
New +$186K 0.03% 61

Other funds holding EXC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FORM Wealth Advisors's EXC Position: Q3 2026 in Review

FORM Wealth Advisors sold out of Exelon (EXC) in Q3 2026, closing a stake of 4,452 shares — an estimated $208K sold.

FORM Wealth Advisors first reported a position in EXC in Q1 2025 and held it in 3 quarters. The position peaked at $218K in Q1 2026. 267 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • FORM Wealth Advisors reported no remaining Exelon position as of Q3 2026 after selling out during the quarter.
  • FORM Wealth Advisors sold 4,452 Exelon shares in Q3 2026, an estimated $208K.
  • FORM Wealth Advisors first reported a position in Exelon in Q1 2025 and held it in 3 quarters.
  • FORM Wealth Advisors's Exelon position peaked at $218K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.