Physician Wealth Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
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.