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MJT & Associates Financial Advisory’s Exelon EXC Stock Holding History

MJT & Associates Financial Advisory’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 		$37K Hold
915
– – 0.02% 85
2026
Q2 		$42.7K Hold
915
– – 0.03% 87
2026
Q1 		$44.9K Buy
915
+9
+1% +$419 0.03% 86
2025
Q4 		$39.5K Hold
906
– – 0.03% 92
2025
Q3 		$40.8K Hold
906
– – 0.03% 89
2025
Q2 		$39.3K Hold
906
– – 0.05% 104
2025
Q1 		$41.7K Buy
+906
New +$37.9K 0.04% 107

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

MJT & Associates Financial Advisory's EXC Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Exelon (EXC) position steady in Q3 2026 at 915 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #85.

MJT & Associates Financial Advisory first reported a position in EXC in Q1 2025 and has held it in 7 quarters since. The position peaked at $44.9K in Q1 2026. 45 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • MJT & Associates Financial Advisory held 915 shares of Exelon worth $37K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Exelon share count unchanged in Q3 2026.
  • Exelon made up 0.02% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #85 holding.
  • MJT & Associates Financial Advisory first reported a position in Exelon in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Exelon position peaked at $44.9K in Q1 2026.
  • 45 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.