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Legacy Solutions LLC’s Exelon EXC Stock Holding History

Legacy Solutions LLC’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 		$496K Hold
12,278
– – 0.38% 40
2026
Q2 		$572K Buy
12,278
+4
+0% +$185 0.46% 39
2026
Q1 		$602K Sell
12,274
-47
-0.4% -$2.19K 0.56% 33
2025
Q4 		$537K Hold
12,321
– – 0.47% 35
2025
Q3 		$555K Buy
12,321
+21
+0.2% +$922 0.5% 34
2025
Q2 		$534K Sell
12,300
-14
-0.1% -$623 0.51% 33
2025
Q1 		$567K Sell
12,314
-62
-0.5% -$2.59K 0.63% 29
2024
Q4 		$466K Buy
+12,376
New +$480K 0.51% 32

Other funds holding EXC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

Legacy Solutions LLC's EXC Position: Q3 2026 in Review

Legacy Solutions LLC held its Exelon (EXC) position steady in Q3 2026 at 12,278 shares worth $496K. The position accounts for 0.38% of the portfolio, ranked #40.

Legacy Solutions LLC first reported a position in EXC in Q4 2024 and has held it in 8 quarters since. The position peaked at $602K in Q1 2026. 99 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Legacy Solutions LLC held 12,278 shares of Exelon worth $496K as of Q3 2026.
  • Legacy Solutions LLC left its Exelon share count unchanged in Q3 2026.
  • Exelon made up 0.38% of Legacy Solutions LLC's portfolio in Q3 2026, its #40 holding.
  • Legacy Solutions LLC first reported a position in Exelon in Q4 2024 and has held it in 8 quarters since.
  • Legacy Solutions LLC's Exelon position peaked at $602K in Q1 2026.
  • 99 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.