Meriwether Wealth & Planning’s Exelon EXC Stock Holding History

Meriwether Wealth & Planning’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	$48.6K	Buy	+1,204	New	+$53.8K	0.02%	266

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

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

Meriwether Wealth & Planning's EXC Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Exelon (EXC) in Q3 2026: 1,204 shares worth $48.6K. The stake represents 0.02% of the portfolio and ranks #266 among its holdings.

452 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

Meriwether Wealth & Planning held 1,204 shares of Exelon worth $48.6K as of Q3 2026.
Exelon was a new Meriwether Wealth & Planning position in Q3 2026.
Exelon made up 0.02% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #266 holding.
452 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.