IFG Advisory’s Exelon EXC Stock Holding History

IFG 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	$59.9K	Sell	1,482 -100	-6%	-$4.47K	﹤0.01%	1249
2026 Q2	$73.8K	Buy	+1,582	New	+$73.2K	﹤0.01%	1196
2018 Q1	–	Sell	-7,142	Closed	-$200K	–	340
2017 Q4	$200K	Buy	+7,142	New	+$205K	0.05%	313

Other funds holding EXC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

IFG Advisory's EXC Position: Q3 2026 in Review

IFG Advisory reduced its Exelon (EXC) stake by 6.3% in Q3 2026, selling an estimated $4.47K and leaving 1,482 shares worth $59.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

IFG Advisory first reported a position in EXC in Q4 2017 and has held it in 3 quarters since. The position peaked at $200K in Q4 2017. 724 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

IFG Advisory held 1,482 shares of Exelon worth $59.9K as of Q3 2026.
IFG Advisory sold 100 Exelon shares in Q3 2026, an estimated $4.47K.
Exelon made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1249 holding.
IFG Advisory first reported a position in Exelon in Q4 2017 and has held it in 3 quarters since.
IFG Advisory's Exelon position peaked at $200K in Q4 2017.
724 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.