Marion Wealth Management’s Exelon EXC Stock Holding History

Marion Wealth Management’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	$214K	Sell	5,294 -169	-3%	-$7.55K	0.04%	151
2026 Q2	$255K	Buy	5,463 +6	+0.1%	+$278	0.05%	139
2026 Q1	$267K	Buy	5,457 +6	+0.1%	+$279	0.06%	122
2025 Q4	$240K	Buy	5,451 +6	+0.1%	+$274	0.05%	129
2025 Q3	$245K	Buy	5,445 +6	+0.1%	+$264	0.06%	123
2025 Q2	$236K	Buy	5,439 +6	+0.1%	+$267	0.06%	124
2025 Q1	$250K	Buy	5,433 +6	+0.1%	+$251	0.07%	114
2024 Q4	$204K	Sell	5,427 -154	-3%	-$5.97K	0.05%	127
2024 Q3	$226K	Buy	+5,581	New	+$210K	0.06%	120
2023 Q2	–	Sell	-4,859	Closed	-$204K	–	107
2023 Q1	$204K	Hold	4,859	–	–	0.08%	103
2022 Q4	$210K	Buy	+4,859	New	+$192K	0.09%	100
2022 Q2	–	Sell	-4,282	Closed	-$204K	–	104
2022 Q1	$204K	Sell	4,282 -1,721	-29%	-$72.9K	0.1%	93
2021 Q4	$247K	Buy	+6,003	New	+$226K	0.12%	93

Other funds holding EXC

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

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

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Marion Wealth Management's EXC Position: Q3 2026 in Review

Marion Wealth Management reduced its Exelon (EXC) stake by 3.1% in Q3 2026, selling an estimated $7.55K and leaving 5,294 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #151.

Marion Wealth Management first reported a position in EXC in Q4 2021 and has held it in 13 quarters since. The position peaked at $267K in Q1 2026. 299 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

Marion Wealth Management held 5,294 shares of Exelon worth $214K as of Q3 2026.
Marion Wealth Management sold 169 Exelon shares in Q3 2026, an estimated $7.55K.
Exelon made up 0.04% of Marion Wealth Management's portfolio in Q3 2026, its #151 holding.
Marion Wealth Management first reported a position in Exelon in Q4 2021 and has held it in 13 quarters since.
Marion Wealth Management's Exelon position peaked at $267K in Q1 2026.
299 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Marion Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.