Highline Wealth Partners’s Exelon EXC Stock Holding History

Highline Wealth Partners’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	$14K	Sell	347 -170	-33%	-$7.6K	﹤0.01%	553
2026 Q2	$24.1K	Buy	517 +191	+59%	+$8.84K	﹤0.01%	359
2026 Q1	$16K	Buy	326 +16	+5%	+$744	﹤0.01%	340
2025 Q4	$13.5K	Hold	310	–	–	﹤0.01%	332
2025 Q3	$13.9K	Buy	310 +25	+9%	+$1.1K	﹤0.01%	353
2025 Q2	$12.4K	Buy	285 +39	+16%	+$1.74K	﹤0.01%	303
2025 Q1	$11.3K	Buy	246 +102	+71%	+$4.26K	﹤0.01%	289
2024 Q4	$5.43K	Buy	144 +38	+36%	+$1.47K	﹤0.01%	328
2024 Q3	$4.32K	Buy	106 +24	+29%	+$902	﹤0.01%	360
2024 Q2	$2.83K	Buy	82 +1	+1%	+$37	﹤0.01%	352
2024 Q1	$3.04K	Buy	81 +1	+1%	+$36	﹤0.01%	304
2023 Q4	$2.87K	Hold	80	–	–	﹤0.01%	280
2023 Q3	$3.02K	Hold	80	–	–	﹤0.01%	251
2023 Q2	$3.26K	Hold	80	–	–	﹤0.01%	202
2023 Q1	$3.35K	Hold	80	–	–	﹤0.01%	196
2022 Q4	$3.46K	Hold	80	–	–	﹤0.01%	187
2022 Q3	$3K	Buy	+80	New	+$3.54K	﹤0.01%	188

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

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 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

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Highline Wealth Partners's EXC Position: Q3 2026 in Review

Highline Wealth Partners reduced its Exelon (EXC) stake by 33% in Q3 2026, selling an estimated $7.6K and leaving 347 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Highline Wealth Partners first reported a position in EXC in Q3 2022 and has held it in 17 quarters since. The position peaked at $24.1K in Q2 2026. 299 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

Highline Wealth Partners held 347 shares of Exelon worth $14K as of Q3 2026.
Highline Wealth Partners sold 170 Exelon shares in Q3 2026, an estimated $7.6K.
Exelon made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #553 holding.
Highline Wealth Partners first reported a position in Exelon in Q3 2022 and has held it in 17 quarters since.
Highline Wealth Partners's Exelon position peaked at $24.1K in Q2 2026.
299 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.