MHR
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Matthew Hamilton Rosenberg’s Exelon EXC Stock Holding History

Matthew Hamilton Rosenberg’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 		$171K Sell
4,235
-345
-8% -$15.4K 0.03% 257
2026
Q2 		$214K Buy
4,580
+816
+22% +$37.7K 0.04% 213
2026
Q1 		$185K Sell
3,764
-159
-4% -$7.4K 0.04% 227
2025
Q4 		$171K Buy
3,923
+1,466
+60% +$66.9K 0.04% 234
2025
Q3 		$111K Sell
2,457
-455
-16% -$20K 0.02% 311
2025
Q2 		$126K Buy
2,912
+455
+19% +$20.3K 0.03% 284
2025
Q1 		$113K Hold
2,457
– – 0.03% 288
2024
Q4 		$92.5K Buy
2,457
+275
+13% +$10.7K 0.02% 324
2024
Q3 		$88.5K Hold
2,182
– – 0.02% 340
2024
Q2 		$75.4K Hold
2,182
– – 0.02% 352
2024
Q1 		$81.2K Buy
2,182
+560
+35% +$20K 0.02% 350
2023
Q4 		$58.2K Sell
1,622
-90
-5% -$3.47K 0.02% 403
2023
Q3 		$64.7K Buy
1,712
+48
+3% +$1.96K 0.02% 372
2023
Q2 		$67.8K Buy
1,664
+1
+0.1% +$41 0.02% 377
2023
Q1 		$69.6K Hold
1,663
– – 0.02% 390
2022
Q4 		$71.9K Buy
1,663
+1
+0.1% +$40 0.02% 375
2022
Q3 		$62K Hold
1,662
– – 0.02% 386
2022
Q2 		$77K Buy
1,662
+1
+0.1% +$47 0.03% 355
2022
Q1 		$79K Sell
1,661
-668
-29% -$28.3K 0.03% 351
2021
Q4 		$96K Buy
2,329
+56
+2% +$2.11K 0.03% 306
2021
Q3 		$78K Hold
2,273
– – 0.03% 323
2021
Q2 		$72K Hold
2,273
– – 0.04% 312
2021
Q1 		$71K Hold
2,273
– – 0.04% 299
2020
Q4 		$68K Buy
2,273
+1,402
+161% +$41.4K 0.04% 288
2020
Q3 		$22K Hold
871
– – 0.02% 387
2020
Q2 		$23K Buy
+871
New +$23.1K 0.02% 400

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

Matthew Hamilton Rosenberg's EXC Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its Exelon (EXC) stake by 7.5% in Q3 2026, selling an estimated $15.4K and leaving 4,235 shares worth $171K. The position accounts for 0.03% of the portfolio, ranked #257.

Matthew Hamilton Rosenberg first reported a position in EXC in Q2 2020 and has held it in 26 quarters since. The position peaked at $214K in Q2 2026. 45 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Matthew Hamilton Rosenberg held 4,235 shares of Exelon worth $171K as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 345 Exelon shares in Q3 2026, an estimated $15.4K.
  • Exelon made up 0.03% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #257 holding.
  • Matthew Hamilton Rosenberg first reported a position in Exelon in Q2 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's Exelon position peaked at $214K in Q2 2026.
  • 45 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.