LFG Wealth Partners
EXC icon

LFG Wealth Partners’s Exelon EXC Stock Holding History

LFG Wealth Partners’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 		$1.02M Buy
25,167
+3,691
+17% +$165K 0.42% 64
2026
Q2 		$1M Buy
21,476
+4,124
+24% +$191K 0.47% 61
2026
Q1 		$851K Buy
17,352
+150
+0.9% +$6.98K 0.51% 60
2025
Q4 		$750K Buy
+17,202
New +$785K 0.48% 63

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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LFG Wealth Partners's EXC Position: Q3 2026 in Review

LFG Wealth Partners increased its Exelon (EXC) stake by 17% in Q3 2026, buying an estimated $165K and bringing the position to 25,167 shares worth $1.02M. The position accounts for 0.42% of the portfolio, ranked #64.

LFG Wealth Partners first reported a position in EXC in Q4 2025 and has held it in 4 quarters since. 488 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • LFG Wealth Partners held 25,167 shares of Exelon worth $1.02M as of Q3 2026.
  • LFG Wealth Partners bought 3,691 Exelon shares in Q3 2026, an estimated $165K.
  • Exelon made up 0.42% of LFG Wealth Partners's portfolio in Q3 2026, its #64 holding.
  • LFG Wealth Partners first reported a position in Exelon in Q4 2025 and has held it in 4 quarters since.
  • 488 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on LFG Wealth Partners's 13F filing for Q3 2026, filed 28 Oct 2026.