High Point Wealth Management
EXC icon

High Point Wealth Management’s Exelon EXC Stock Holding History

High Point Wealth Management’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 		$173K Buy
4,274
+7
+0.2% +$313 0.14% 94
2026
Q2 		$199K Buy
4,267
+7
+0.2% +$324 0.16% 89
2026
Q1 		$209K Buy
4,260
+6
+0.1% +$279 0.2% 84
2025
Q4 		$185K Buy
+4,254
New +$194K 0.17% 91

Other funds holding EXC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

High Point Wealth Management's EXC Position: Q3 2026 in Review

High Point Wealth Management increased its Exelon (EXC) stake by 0.16% in Q3 2026, buying an estimated $313 and bringing the position to 4,274 shares worth $173K. The position accounts for 0.14% of the portfolio, ranked #94.

High Point Wealth Management first reported a position in EXC in Q4 2025 and has held it in 4 quarters since. The position peaked at $209K in Q1 2026. 724 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • High Point Wealth Management held 4,274 shares of Exelon worth $173K as of Q3 2026.
  • High Point Wealth Management bought 7 Exelon shares in Q3 2026, an estimated $313.
  • Exelon made up 0.14% of High Point Wealth Management's portfolio in Q3 2026, its #94 holding.
  • High Point Wealth Management first reported a position in Exelon in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's Exelon position peaked at $209K in Q1 2026.
  • 724 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.