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Opal Wealth Advisors’s Exelon EXC Stock Holding History

Opal Wealth 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 		– Sell
-4,322
Closed -$201K – 233
2026
Q2 		$201K Sell
4,322
-152
-3% -$7.03K 0.04% 213
2026
Q1 		$219K Buy
+4,474
New +$208K 0.05% 192
2025
Q3 		– Sell
-4,320
Closed -$188K – 323
2025
Q2 		$188K Buy
4,320
+3,232
+297% +$144K 0.05% 204
2025
Q1 		$50.1K Buy
+1,088
New +$45.5K 0.02% 356
2024
Q3 		– Sell
-3,925
Closed -$136K – 520
2024
Q2 		$136K Buy
+3,925
New +$145K 0.04% 235

Other funds holding EXC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Opal Wealth Advisors's EXC Position: Q3 2026 in Review

Opal Wealth Advisors sold out of Exelon (EXC) in Q3 2026, closing a stake of 4,322 shares — an estimated $201K sold.

Opal Wealth Advisors first reported a position in EXC in Q2 2024 and held it in 5 quarters. The position peaked at $219K in Q1 2026. 208 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Opal Wealth Advisors reported no remaining Exelon position as of Q3 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 4,322 Exelon shares in Q3 2026, an estimated $201K.
  • Opal Wealth Advisors first reported a position in Exelon in Q2 2024 and held it in 5 quarters.
  • Opal Wealth Advisors's Exelon position peaked at $219K in Q1 2026.
  • 208 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.