Mather Group
EXC icon

Mather Group’s Exelon EXC Stock Holding History

Mather Group’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 		$342K Sell
8,469
-1,873
-18% -$83.7K ﹤0.01% 649
2026
Q2 		$482K Buy
10,342
+975
+10% +$45.1K ﹤0.01% 545
2026
Q1 		$459K Sell
9,367
-189
-2% -$8.79K ﹤0.01% 516
2025
Q4 		$417K Sell
9,556
-1,708
-15% -$77.9K ﹤0.01% 453
2025
Q3 		$507K Buy
11,264
+3,230
+40% +$142K 0.01% 402
2025
Q2 		$349K Buy
8,034
+2,656
+49% +$118K ﹤0.01% 463
2025
Q1 		$248K Buy
5,378
+1,111
+26% +$46.4K ﹤0.01% 530
2024
Q4 		$161K Sell
4,267
-768
-15% -$29.8K ﹤0.01% 632
2024
Q3 		$204K Sell
5,035
-11,144
-69% -$419K ﹤0.01% 566
2024
Q2 		$608K Buy
16,179
+2,683
+20% +$99K 0.01% 374
2024
Q1 		$485K Buy
13,496
+48
+0.4% +$1.72K 0.01% 345
2023
Q4 		$483K Buy
13,448
+2,042
+18% +$78.6K 0.01% 356
2023
Q3 		$431K Buy
11,406
+103
+0.9% +$4.2K 0.01% 356
2023
Q2 		$460K Sell
11,303
-6,279
-36% -$260K 0.01% 365
2023
Q1 		$737K Sell
17,582
-172
-1% -$7.17K 0.01% 261
2022
Q4 		$768K Buy
17,754
+188
+1% +$7.43K 0.01% 249
2022
Q3 		$658K Buy
+17,566
New +$777K 0.01% 248

Other funds holding EXC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
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
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Mather Group's EXC Position: Q3 2026 in Review

Mather Group reduced its Exelon (EXC) stake by 18% in Q3 2026, selling an estimated $83.7K and leaving 8,469 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Mather Group first reported a position in EXC in Q3 2022 and has held it in 17 quarters since. The position peaked at $768K in Q4 2022. 200 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Mather Group held 8,469 shares of Exelon worth $342K as of Q3 2026.
  • Mather Group sold 1,873 Exelon shares in Q3 2026, an estimated $83.7K.
  • Exelon made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #649 holding.
  • Mather Group first reported a position in Exelon in Q3 2022 and has held it in 17 quarters since.
  • Mather Group's Exelon position peaked at $768K in Q4 2022.
  • 200 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.