MidWestOne Financial Group’s Exelon EXC Stock Holding History

MidWestOne Financial 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
2025 Q4	$203K	Hold	4,666	–	–	0.02%	299
2025 Q3	$210K	Hold	4,666	–	–	0.03%	292
2025 Q2	$203K	Hold	4,666	–	–	0.03%	283
2025 Q1	$215K	Buy	+4,666	New	+$195K	0.03%	263
2022 Q1	–	Sell	-14,910	Closed	-$614K	–	242
2021 Q4	$614K	Buy	14,910 +1,226	+9%	+$46.2K	0.13%	160
2021 Q3	$472K	Buy	13,684 +258	+2%	+$8.82K	0.11%	163
2021 Q2	$424K	Sell	13,426 -3,484	-21%	-$112K	0.1%	163
2021 Q1	$528K	Buy	16,910 +4,874	+40%	+$146K	0.13%	146
2020 Q4	$362K	Buy	+12,036	New	+$355K	0.1%	163
2020 Q1	–	Sell	-13,346	Closed	-$433K	–	208
2019 Q4	$433K	Sell	13,346 -159	-1%	-$5.15K	0.09%	166
2019 Q3	$465K	Hold	13,505	–	–	0.14%	147
2019 Q2	$462K	Buy	+13,505	New	+$477K	0.13%	169

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

MidWestOne Financial Group's EXC Position: Q4 2025 in Review

MidWestOne Financial Group held its Exelon (EXC) position steady in Q4 2025 at 4,666 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #299.

MidWestOne Financial Group first reported a position in EXC in Q2 2019 and has held it in 12 quarters since. The position peaked at $614K in Q4 2021. 1,250 funds tracked by Wall St. Rank hold EXC as of Q4 2025.

MidWestOne Financial Group held 4,666 shares of Exelon worth $203K as of Q4 2025.
MidWestOne Financial Group left its Exelon share count unchanged in Q4 2025.
Exelon made up 0.02% of MidWestOne Financial Group's portfolio in Q4 2025, its #299 holding.
MidWestOne Financial Group first reported a position in Exelon in Q2 2019 and has held it in 12 quarters since.
MidWestOne Financial Group's Exelon position peaked at $614K in Q4 2021.
1,250 funds tracked by Wall St. Rank held Exelon as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.