ORBA Wealth Advisors
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ORBA Wealth Advisors’s Exelon EXC Stock Holding History

ORBA 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 		$239K Buy
5,917
+2
+0% +$89 0.2% 76
2026
Q2 		$276K Buy
+5,915
New +$274K 0.24% 69
2026
Q1 		– Sell
-5,915
Closed -$258K – 68
2025
Q4 		$258K Buy
+5,915
New +$270K 0.22% 66

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
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 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

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

ORBA Wealth Advisors increased its Exelon (EXC) stake by 0.03% in Q3 2026, buying an estimated $89 and bringing the position to 5,917 shares worth $239K. The position accounts for 0.2% of the portfolio, ranked #76.

ORBA Wealth Advisors first reported a position in EXC in Q4 2025 and has held it in 3 quarters since. The position peaked at $276K in Q2 2026. 316 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • ORBA Wealth Advisors held 5,917 shares of Exelon worth $239K as of Q3 2026.
  • ORBA Wealth Advisors bought 2 Exelon shares in Q3 2026, an estimated $89.
  • Exelon made up 0.2% of ORBA Wealth Advisors's portfolio in Q3 2026, its #76 holding.
  • ORBA Wealth Advisors first reported a position in Exelon in Q4 2025 and has held it in 3 quarters since.
  • ORBA Wealth Advisors's Exelon position peaked at $276K in Q2 2026.
  • 316 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on ORBA Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.