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Iowa State Bank’s Exelon EXC Stock Holding History

Iowa State Bank’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 		$1.26M Sell
31,228
-1,619
-5% -$72.4K 0.21% 86
2026
Q2 		$1.53M Buy
32,847
+358
+1% +$16.6K 0.26% 85
2026
Q1 		$1.59M Sell
32,489
-203
-0.6% -$9.44K 0.29% 80
2025
Q4 		$1.43M Sell
32,692
-572
-2% -$26.1K 0.27% 81
2025
Q3 		$1.5M Sell
33,264
-58
-0.2% -$2.55K 0.29% 83
2025
Q2 		$1.45M Sell
33,322
-1,075
-3% -$47.9K 0.29% 83
2025
Q1 		$1.59M Sell
34,397
-4,421
-11% -$185K 0.34% 81
2024
Q4 		$1.46M Sell
38,818
-1,533
-4% -$59.5K 0.3% 80
2024
Q3 		$1.64M Sell
40,351
-10,173
-20% -$383K 0.34% 79
2024
Q2 		$1.75M Sell
50,524
-960
-2% -$35.4K 0.39% 73
2024
Q1 		$1.93M Sell
51,484
-1,164
-2% -$41.6K 0.43% 73
2023
Q4 		$1.89M Buy
52,648
+76
+0.1% +$2.93K 0.45% 73
2023
Q3 		$1.99M Sell
52,572
-735
-1% -$29.9K 0.52% 67
2023
Q2 		$2.17M Sell
53,307
-571
-1% -$23.6K 0.55% 65
2023
Q1 		$2.26M Sell
53,878
-3,802
-7% -$158K 0.57% 65
2022
Q4 		$2.49M Sell
57,680
-55
-0.1% -$2.17K 0.63% 57
2022
Q3 		$2.16M Sell
57,735
-263
-0.5% -$11.6K 0.62% 61
2022
Q2 		$2.63M Sell
57,998
-817
-1% -$38.4K 0.7% 55
2022
Q1 		$2.8M Sell
58,815
-35,444
-38% -$1.5M 0.65% 60
2021
Q4 		$3.88M Buy
94,259
+959
+1% +$36.1K 0.91% 42
2021
Q3 		$3.22M Sell
93,300
-164
-0.2% -$5.6K 0.9% 41
2021
Q2 		$2.95M Sell
93,464
-1,686
-2% -$54.3K 0.83% 45
2021
Q1 		$2.97M Buy
95,150
+19,930
+26% +$599K 0.89% 41
2020
Q4 		$2.27M Buy
75,220
+4,734
+7% +$140K 0.75% 51
2020
Q3 		$1.8M Buy
+70,486
New +$1.87M 0.7% 51

Other funds holding EXC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Iowa State Bank's EXC Position: Q3 2026 in Review

Iowa State Bank reduced its Exelon (EXC) stake by 4.9% in Q3 2026, selling an estimated $72.4K and leaving 31,228 shares worth $1.26M. The position accounts for 0.21% of the portfolio, ranked #86.

Iowa State Bank first reported a position in EXC in Q3 2020 and has held it in 25 quarters since. The position peaked at $3.88M in Q4 2021. 45 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Iowa State Bank held 31,228 shares of Exelon worth $1.26M as of Q3 2026.
  • Iowa State Bank sold 1,619 Exelon shares in Q3 2026, an estimated $72.4K.
  • Exelon made up 0.21% of Iowa State Bank's portfolio in Q3 2026, its #86 holding.
  • Iowa State Bank first reported a position in Exelon in Q3 2020 and has held it in 25 quarters since.
  • Iowa State Bank's Exelon position peaked at $3.88M in Q4 2021.
  • 45 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Iowa State Bank's 13F filing for Q3 2026, filed 6 Oct 2026.