Perigon Wealth Management
EXC icon

Perigon Wealth Management’s Exelon EXC Stock Holding History

Perigon 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 		$1.18M Sell
29,104
-534
-2% -$23.9K 0.02% 546
2026
Q2 		$1.38M Buy
29,638
+2,721
+10% +$126K 0.02% 488
2026
Q1 		$1.32M Buy
26,917
+4,230
+19% +$197K 0.02% 456
2025
Q4 		$989K Buy
22,687
+6,008
+36% +$274K 0.02% 554
2025
Q3 		$751K Buy
16,679
+842
+5% +$37K 0.02% 596
2025
Q2 		$688K Buy
15,837
+584
+4% +$26K 0.02% 586
2025
Q1 		$703K Buy
15,253
+471
+3% +$19.7K 0.02% 534
2024
Q4 		$582K Buy
14,782
+4,423
+43% +$172K 0.01% 592
2024
Q3 		$420K Buy
10,359
+722
+7% +$27.1K 0.01% 671
2024
Q2 		$334K Sell
9,637
-154
-2% -$5.68K 0.01% 653
2024
Q1 		$368K Buy
9,791
+1,666
+21% +$59.5K 0.01% 621
2023
Q4 		$292K Sell
8,125
-341
-4% -$13.1K 0.01% 665
2023
Q3 		$320K Sell
8,466
-523
-6% -$21.3K 0.01% 565
2023
Q2 		$366K Sell
8,989
-310
-3% -$12.8K 0.01% 541
2023
Q1 		$390K Sell
9,299
-2,665
-22% -$111K 0.02% 454
2022
Q4 		$517K Buy
+11,964
New +$473K 0.03% 383
2021
Q1 		– Sell
-2,022
Closed -$61K – 665
2020
Q4 		$61K Buy
+2,022
New +$59.7K 0.01% 689
2018
Q2 		– Sell
-1,343
Closed -$37K – 358
2018
Q1 		$37K Hold
1,343
– – 0.01% 353
2017
Q4 		$38K Buy
1,343
+238
+22% +$6.84K 0.01% 325
2017
Q3 		$30K Buy
1,105
+460
+71% +$12.3K 0.01% 401
2017
Q2 		$17K Hold
645
– – ﹤0.01% 460
2017
Q1 		$17K Hold
645
– – ﹤0.01% 481
2016
Q4 		$17K Hold
645
– – ﹤0.01% 490
2016
Q3 		$15K Hold
645
– – ﹤0.01% 434
2016
Q2 		$17K Buy
+645
New +$16K ﹤0.01% 351

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
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
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

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

Perigon Wealth Management reduced its Exelon (EXC) stake by 1.8% in Q3 2026, selling an estimated $23.9K and leaving 29,104 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #546.

Perigon Wealth Management first reported a position in EXC in Q2 2016 and has held it in 25 quarters since. The position peaked at $1.38M in Q2 2026. 267 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Perigon Wealth Management held 29,104 shares of Exelon worth $1.18M as of Q3 2026.
  • Perigon Wealth Management sold 534 Exelon shares in Q3 2026, an estimated $23.9K.
  • Exelon made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #546 holding.
  • Perigon Wealth Management first reported a position in Exelon in Q2 2016 and has held it in 25 quarters since.
  • Perigon Wealth Management's Exelon position peaked at $1.38M in Q2 2026.
  • 267 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.