Partnership Wealth Management’s Exelon EXC Stock Holding History

Partnership Wealth Management’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	$544K	Hold	13,467	–	–	0.39%	40
2026 Q2	$628K	Hold	13,467	–	–	0.42%	37
2026 Q1	$660K	Hold	13,467	–	–	0.5%	39
2025 Q4	$587K	Hold	13,467	–	–	0.42%	39
2025 Q3	$606K	Hold	13,467	–	–	0.47%	37
2025 Q2	$585K	Hold	13,467	–	–	0.47%	42
2025 Q1	$621K	Hold	13,467	–	–	0.53%	40
2024 Q4	$507K	Hold	13,467	–	–	0.42%	47
2024 Q3	$546K	Hold	13,467	–	–	0.39%	45
2024 Q2	$466K	Hold	13,467	–	–	0.34%	57
2024 Q1	$506K	Hold	13,467	–	–	0.35%	61
2023 Q4	$469K	Buy	+13,467	New	+$519K	0.35%	60

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

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

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 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

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Partnership Wealth Management's EXC Position: Q3 2026 in Review

Partnership Wealth Management held its Exelon (EXC) position steady in Q3 2026 at 13,467 shares worth $544K. The position accounts for 0.39% of the portfolio, ranked #40.

Partnership Wealth Management first reported a position in EXC in Q4 2023 and has held it in 12 quarters since. The position peaked at $660K in Q1 2026. 45 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

Partnership Wealth Management held 13,467 shares of Exelon worth $544K as of Q3 2026.
Partnership Wealth Management left its Exelon share count unchanged in Q3 2026.
Exelon made up 0.39% of Partnership Wealth Management's portfolio in Q3 2026, its #40 holding.
Partnership Wealth Management first reported a position in Exelon in Q4 2023 and has held it in 12 quarters since.
Partnership Wealth Management's Exelon position peaked at $660K in Q1 2026.
45 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Partnership Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.