Horizon Financial Services
EXC icon

Horizon Financial Services’s Exelon EXC Stock Holding History

Horizon Financial Services’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 		$11.2K Sell
276
-36
-12% -$1.61K ﹤0.01% 339
2026
Q2 		$14.5K Sell
312
-156
-33% -$7.22K 0.01% 291
2026
Q1 		$22.9K Buy
468
+219
+88% +$10.2K 0.01% 163
2025
Q4 		$10.9K Hold
249
– – ﹤0.01% 182
2025
Q3 		$11.2K Buy
249
+170
+215% +$7.47K 0.01% 175
2025
Q2 		$3.43K Buy
79
+36
+84% +$1.6K ﹤0.01% 183
2025
Q1 		$1.98K Buy
+43
New +$1.8K ﹤0.01% 166

Other funds holding EXC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

Horizon Financial Services's EXC Position: Q3 2026 in Review

Horizon Financial Services reduced its Exelon (EXC) stake by 12% in Q3 2026, selling an estimated $1.61K and leaving 276 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Horizon Financial Services first reported a position in EXC in Q1 2025 and has held it in 7 quarters since. The position peaked at $22.9K in Q1 2026. 1,072 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Horizon Financial Services held 276 shares of Exelon worth $11.2K as of Q3 2026.
  • Horizon Financial Services sold 36 Exelon shares in Q3 2026, an estimated $1.61K.
  • Exelon made up ﹤0.01% of Horizon Financial Services's portfolio in Q3 2026, its #339 holding.
  • Horizon Financial Services first reported a position in Exelon in Q1 2025 and has held it in 7 quarters since.
  • Horizon Financial Services's Exelon position peaked at $22.9K in Q1 2026.
  • 1,072 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Horizon Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.