Holos Integrated Wealth
EXC icon

Holos Integrated Wealth’s Exelon EXC Stock Holding History

Holos Integrated Wealth’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 		$16.8K Hold
396
– – 0.01% 233
2026
Q2 		$18.8K Hold
396
– – 0.01% 216
2026
Q1 		$19.4K Hold
396
– – 0.01% 209
2025
Q4 		$17.4K Hold
396
– – 0.01% 170
2025
Q3 		$18.6K Hold
396
– – 0.01% 161
2025
Q2 		$17.9K Hold
396
– – 0.01% 162
2025
Q1 		$18.2K Hold
396
– – 0.01% 161
2024
Q4 		$14.9K Buy
+396
New +$15.4K 0.01% 174

Other funds holding EXC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Holos Integrated Wealth's EXC Position: Q3 2026 in Review

Holos Integrated Wealth held its Exelon (EXC) position steady in Q3 2026 at 396 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #233.

Holos Integrated Wealth first reported a position in EXC in Q4 2024 and has held it in 8 quarters since. The position peaked at $19.4K in Q1 2026. 299 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Holos Integrated Wealth held 396 shares of Exelon worth $16.8K as of Q3 2026.
  • Holos Integrated Wealth left its Exelon share count unchanged in Q3 2026.
  • Exelon made up 0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #233 holding.
  • Holos Integrated Wealth first reported a position in Exelon in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's Exelon position peaked at $19.4K in Q1 2026.
  • 299 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.