Mission Wealth Management’s Exelon EXC Stock Holding History

Mission Wealth 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	$1M	Sell	24,755 -5,894	-19%	-$263K	0.02%	375
2026 Q2	$1.43M	Buy	30,649 +23,508	+329%	+$1.09M	0.02%	378
2026 Q1	$350K	Sell	7,141 -33	-0.5%	-$1.54K	0.01%	577
2025 Q4	$313K	Buy	+7,174	New	+$327K	0.01%	604
2023 Q2	–	Sell	-4,832	Closed	-$202K	–	558
2023 Q1	$202K	Buy	+4,832	New	+$201K	0.01%	510

Other funds holding EXC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Mission Wealth Management's EXC Position: Q3 2026 in Review

Mission Wealth Management reduced its Exelon (EXC) stake by 19% in Q3 2026, selling an estimated $263K and leaving 24,755 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #375.

Mission Wealth Management first reported a position in EXC in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.43M in Q2 2026. 917 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

Mission Wealth Management held 24,755 shares of Exelon worth $1M as of Q3 2026.
Mission Wealth Management sold 5,894 Exelon shares in Q3 2026, an estimated $263K.
Exelon made up 0.02% of Mission Wealth Management's portfolio in Q3 2026, its #375 holding.
Mission Wealth Management first reported a position in Exelon in Q1 2023 and has held it in 5 quarters since.
Mission Wealth Management's Exelon position peaked at $1.43M in Q2 2026.
917 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.