New Age Alpha Advisors
EXC icon

New Age Alpha Advisors’s Exelon EXC Stock Holding History

New Age Alpha Advisors’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 		$6.11M Sell
151,271
-10,982
-7% -$491K 0.27% 73
2026
Q2 		$7.56M Buy
162,253
+33,717
+26% +$1.56M 0.32% 63
2026
Q1 		$6.3M Sell
128,536
-5,161
-4% -$240K 0.29% 85
2025
Q4 		$5.83M Buy
133,697
+4,380
+3% +$200K 0.25% 99
2025
Q3 		$5.82M Sell
129,317
-8,537
-6% -$375K 0.24% 105
2025
Q2 		$5.99M Sell
137,854
-32,506
-19% -$1.45M 0.26% 95
2025
Q1 		$7.85M Buy
170,360
+82,305
+93% +$3.44M 0.35% 62
2024
Q4 		$3.31M Buy
+88,055
New +$3.42M 0.13% 223

Other funds holding EXC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

New Age Alpha Advisors's EXC Position: Q3 2026 in Review

New Age Alpha Advisors reduced its Exelon (EXC) stake by 6.8% in Q3 2026, selling an estimated $491K and leaving 151,271 shares worth $6.11M. The position accounts for 0.27% of the portfolio, ranked #73.

New Age Alpha Advisors first reported a position in EXC in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.85M in Q1 2025. 886 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • New Age Alpha Advisors held 151,271 shares of Exelon worth $6.11M as of Q3 2026.
  • New Age Alpha Advisors sold 10,982 Exelon shares in Q3 2026, an estimated $491K.
  • Exelon made up 0.27% of New Age Alpha Advisors's portfolio in Q3 2026, its #73 holding.
  • New Age Alpha Advisors first reported a position in Exelon in Q4 2024 and has held it in 8 quarters since.
  • New Age Alpha Advisors's Exelon position peaked at $7.85M in Q1 2025.
  • 886 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on New Age Alpha Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.