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EXC icon

GAMMA Investing’s Exelon EXC Stock Holding History

GAMMA Investing’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 		$990K Sell
24,502
-2,743
-10% -$123K 0.03% 432
2026
Q2 		$1.27M Buy
27,245
+764
+3% +$35.3K 0.05% 328
2026
Q1 		$1.3M Buy
26,481
+841
+3% +$39.1K 0.06% 272
2025
Q4 		$1.12M Buy
25,640
+1,709
+7% +$78K 0.06% 281
2025
Q3 		$1.08M Buy
23,931
+3,527
+17% +$155K 0.06% 274
2025
Q2 		$886K Buy
20,404
+653
+3% +$29.1K 0.06% 299
2025
Q1 		$910K Buy
19,751
+4,183
+27% +$175K 0.07% 262
2024
Q4 		$586K Sell
15,568
-210
-1% -$8.15K 0.05% 320
2024
Q3 		$640K Buy
15,778
+3,616
+30% +$136K 0.06% 274
2024
Q2 		$421K Buy
12,162
+3,815
+46% +$141K 0.06% 297
2024
Q1 		$314K Buy
8,347
+1,035
+14% +$37K 0.06% 286
2023
Q4 		$255K Buy
+7,312
New +$282K 0.07% 259

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

GAMMA Investing's EXC Position: Q3 2026 in Review

GAMMA Investing reduced its Exelon (EXC) stake by 10% in Q3 2026, selling an estimated $123K and leaving 24,502 shares worth $990K. The position accounts for 0.03% of the portfolio, ranked #432.

GAMMA Investing first reported a position in EXC in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.3M in Q1 2026. 45 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • GAMMA Investing held 24,502 shares of Exelon worth $990K as of Q3 2026.
  • GAMMA Investing sold 2,743 Exelon shares in Q3 2026, an estimated $123K.
  • Exelon made up 0.03% of GAMMA Investing's portfolio in Q3 2026, its #432 holding.
  • GAMMA Investing first reported a position in Exelon in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Exelon position peaked at $1.3M in Q1 2026.
  • 45 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.