GoalVest Advisory’s Exelon EXC Stock Holding History

GoalVest Advisory’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	$12.6K	Buy	+312	New	+$13.9K	﹤0.01%	400
2026 Q1	–	Sell	-325	Closed	-$14.2K	–	483
2025 Q4	$14.2K	Hold	325	–	–	﹤0.01%	390
2025 Q3	$14.6K	Hold	325	–	–	﹤0.01%	312
2025 Q2	$14.1K	Buy	325 +321	+8,025%	+$14.3K	﹤0.01%	293
2025 Q1	$184	Buy	+4	New	+$167	﹤0.01%	460
2022 Q3	–	Sell	-630	Closed	-$27K	–	273
2022 Q2	$27K	Buy	630 +629	+62,900%	+$29.6K	0.02%	200
2022 Q1	$0	Buy	+1	New	+$42	﹤0.01%	414

Other funds holding EXC

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

Planning Strategies Lancaster, Pennsylvania $169M AUM

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

GoalVest Advisory's EXC Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Exelon (EXC) in Q3 2026: 312 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #400 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in EXC as recently as Q4 2025.

GoalVest Advisory first reported a position in EXC in Q1 2022 and has held it in 7 quarters since. The position peaked at $27K in Q2 2022. 9 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

GoalVest Advisory held 312 shares of Exelon worth $12.6K as of Q3 2026.
Exelon was a new GoalVest Advisory position in Q3 2026.
Exelon made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #400 holding.
GoalVest Advisory first reported a position in Exelon in Q1 2022 and has held it in 7 quarters since.
GoalVest Advisory's Exelon position peaked at $27K in Q2 2022.
9 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.