Global Financial Private Client’s Exelon EXC Stock Holding History

Global Financial Private Client’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	$872K	Buy	21,583 +182	+0.9%	+$8.14K	0.24%	111
2026 Q2	$998K	Buy	21,401 +521	+2%	+$24.1K	0.27%	108
2026 Q1	$1.02M	Buy	20,880 +1,128	+6%	+$52.5K	0.33%	91
2025 Q4	$861K	Buy	19,752 +193	+1%	+$8.81K	0.3%	98
2025 Q3	$880K	Buy	19,559 +1,936	+11%	+$85K	0.31%	94
2025 Q2	$765K	Buy	17,623 +17,577	+38,211%	+$783K	0.29%	101
2025 Q1	$2.12K	Buy	46 +33	+254%	+$1.38K	﹤0.01%	851
2024 Q4	$489	Buy	+13	New	+$504	﹤0.01%	946

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

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

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Global Financial Private Client's EXC Position: Q3 2026 in Review

Global Financial Private Client increased its Exelon (EXC) stake by 0.85% in Q3 2026, buying an estimated $8.14K and bringing the position to 21,583 shares worth $872K. The position accounts for 0.24% of the portfolio, ranked #111.

Global Financial Private Client first reported a position in EXC in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.02M in Q1 2026. 375 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

Global Financial Private Client held 21,583 shares of Exelon worth $872K as of Q3 2026.
Global Financial Private Client bought 182 Exelon shares in Q3 2026, an estimated $8.14K.
Exelon made up 0.24% of Global Financial Private Client's portfolio in Q3 2026, its #111 holding.
Global Financial Private Client first reported a position in Exelon in Q4 2024 and has held it in 8 quarters since.
Global Financial Private Client's Exelon position peaked at $1.02M in Q1 2026.
375 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.