MAM
EXC icon

Marquette Asset Management’s Exelon EXC Stock Holding History

Marquette Asset 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 		– Sell
-54
Closed -$2.52K – 833
2026
Q2 		$2.52K Buy
+54
New +$2.5K ﹤0.01% 549
2025
Q4 		– Sell
-55
Closed -$2.48K – 764
2025
Q3 		$2.48K Buy
+55
New +$2.42K ﹤0.01% 488

Other funds holding EXC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 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

Marquette Asset Management's EXC Position: Q3 2026 in Review

Marquette Asset Management sold out of Exelon (EXC) in Q3 2026, closing a stake of 54 shares — an estimated $2.52K sold.

Marquette Asset Management first reported a position in EXC in Q3 2025 and held it in 2 quarters. The position peaked at $2.52K in Q2 2026. 45 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Marquette Asset Management reported no remaining Exelon position as of Q3 2026 after selling out during the quarter.
  • Marquette Asset Management sold 54 Exelon shares in Q3 2026, an estimated $2.52K.
  • Marquette Asset Management first reported a position in Exelon in Q3 2025 and held it in 2 quarters.
  • Marquette Asset Management's Exelon position peaked at $2.52K in Q2 2026.
  • 45 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.