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Gerald Baker Financial Group’s Exelon EXC Stock Holding History

Gerald Baker Financial Group’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 		$884K Sell
21,877
-130
-0.6% -$5.81K 0.25% 66
2026
Q2 		$1.03M Buy
22,007
+106
+0.5% +$4.9K 0.29% 61
2026
Q1 		$1.07M Buy
+21,901
New +$1.02M 0.34% 58

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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
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

Gerald Baker Financial Group's EXC Position: Q3 2026 in Review

Gerald Baker Financial Group reduced its Exelon (EXC) stake by 0.59% in Q3 2026, selling an estimated $5.81K and leaving 21,877 shares worth $884K. The position accounts for 0.25% of the portfolio, ranked #66.

Gerald Baker Financial Group first reported a position in EXC in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.07M in Q1 2026. 45 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Gerald Baker Financial Group held 21,877 shares of Exelon worth $884K as of Q3 2026.
  • Gerald Baker Financial Group sold 130 Exelon shares in Q3 2026, an estimated $5.81K.
  • Exelon made up 0.25% of Gerald Baker Financial Group's portfolio in Q3 2026, its #66 holding.
  • Gerald Baker Financial Group first reported a position in Exelon in Q1 2026 and has held it in 3 quarters since.
  • Gerald Baker Financial Group's Exelon position peaked at $1.07M in Q1 2026.
  • 45 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Gerald Baker Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.