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Polaris Financial Partners’s Exelon EXC Stock Holding History

Polaris Financial Partners’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 		$6K Buy
+144
New +$6.44K ﹤0.01% 306

Other funds holding EXC

MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Polaris Financial Partners's EXC Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Exelon (EXC) in Q3 2026: 144 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #306 among its holdings.

9 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Polaris Financial Partners held 144 shares of Exelon worth $6K as of Q3 2026.
  • Exelon was a new Polaris Financial Partners position in Q3 2026.
  • Exelon made up ﹤0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #306 holding.
  • 9 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.