Physician Wealth Advisors’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$29.2K Buy
724
+69
+11% +$3.08K ﹤0.01% 588
2026
Q2
$30.5K Buy
655
+87
+15% +$4.02K ﹤0.01% 546
2026
Q1
$27.8K Buy
568
+57
+11% +$2.65K ﹤0.01% 543
2025
Q4
$22.3K Buy
511
+13
+3% +$593 ﹤0.01% 560
2025
Q3
$22.4K Buy
498
+299
+150% +$13.1K ﹤0.01% 551
2025
Q2
$8.64K Buy
+199
New +$8.86K ﹤0.01% 669

Other funds holding EXC

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

Physician Wealth Advisors increased its Exelon (EXC) stake by 11% in Q3 2026, buying an estimated $3.08K and bringing the position to 724 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Physician Wealth Advisors first reported a position in EXC in Q2 2025 and has held it in 6 quarters since. The position peaked at $30.5K in Q2 2026. 789 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Physician Wealth Advisors held 724 shares of Exelon worth $29.2K as of Q3 2026.
  • Physician Wealth Advisors bought 69 Exelon shares in Q3 2026, an estimated $3.08K.
  • Exelon made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #588 holding.
  • Physician Wealth Advisors first reported a position in Exelon in Q2 2025 and has held it in 6 quarters since.
  • Physician Wealth Advisors's Exelon position peaked at $30.5K in Q2 2026.
  • 789 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.