Onyx Bridge Wealth Group’s Exelon EXC Stock Holding History

Onyx Bridge Wealth 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
2026 Q3	$377K	Sell	9,326 -36	-0.4%	-$1.61K	0.03%	285
2026 Q2	$436K	Buy	9,362 +13	+0.1%	+$601	0.04%	259
2026 Q1	$458K	Sell	9,349 -23	-0.2%	-$1.07K	0.05%	229
2025 Q4	$409K	Hold	9,372	–	–	0.04%	243
2025 Q3	$422K	Buy	9,372 +75	+0.8%	+$3.29K	0.05%	238
2025 Q2	$404K	Hold	9,297	–	–	0.05%	196
2025 Q1	$428K	Hold	9,297	–	–	0.06%	178
2024 Q4	$350K	Buy	+9,297	New	+$361K	0.05%	194
2022 Q2	–	Sell	-5,184	Closed	-$248K	–	175
2022 Q1	$248K	Sell	5,184 -2,074	-29%	-$87.9K	0.09%	119
2021 Q4	$295K	Buy	7,258 +10	+0.1%	+$377	0.1%	118
2021 Q3	$258K	Buy	7,248 +61	+0.8%	+$2.08K	0.1%	117
2021 Q2	$236K	Buy	+7,187	New	+$231K	0.1%	101

Other funds holding EXC

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Onyx Bridge Wealth Group's EXC Position: Q3 2026 in Review

Onyx Bridge Wealth Group reduced its Exelon (EXC) stake by 0.38% in Q3 2026, selling an estimated $1.61K and leaving 9,326 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #285.

Onyx Bridge Wealth Group first reported a position in EXC in Q2 2021 and has held it in 12 quarters since. The position peaked at $458K in Q1 2026. 789 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

Onyx Bridge Wealth Group held 9,326 shares of Exelon worth $377K as of Q3 2026.
Onyx Bridge Wealth Group sold 36 Exelon shares in Q3 2026, an estimated $1.61K.
Exelon made up 0.03% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #285 holding.
Onyx Bridge Wealth Group first reported a position in Exelon in Q2 2021 and has held it in 12 quarters since.
Onyx Bridge Wealth Group's Exelon position peaked at $458K in Q1 2026.
789 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.