Premier Path Wealth Partners’s Exelon EXC Stock Holding History

Premier Path Wealth 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	–	Sell	-6,298	Closed	-$294K	–	397
2026 Q2	$294K	Buy	6,298 +95	+2%	+$4.4K	0.03%	362
2026 Q1	$304K	Buy	6,203 +940	+18%	+$43.7K	0.04%	344
2025 Q4	$229K	Buy	5,263 +194	+4%	+$8.85K	0.03%	376
2025 Q3	$228K	Buy	5,069 +202	+4%	+$8.87K	0.03%	371
2025 Q2	$211K	Buy	4,867 +364	+8%	+$16.2K	0.03%	374
2025 Q1	$207K	Buy	+4,503	New	+$188K	0.03%	361
2024 Q1	–	Sell	-6,036	Closed	-$217K	–	349
2023 Q4	$217K	Buy	+6,036	New	+$232K	0.05%	311

Other funds holding EXC

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Premier Path Wealth Partners's EXC Position: Q3 2026 in Review

Premier Path Wealth Partners sold out of Exelon (EXC) in Q3 2026, closing a stake of 6,298 shares — an estimated $294K sold.

Premier Path Wealth Partners first reported a position in EXC in Q4 2023 and held it in 7 quarters. The position peaked at $304K in Q1 2026. 188 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

Premier Path Wealth Partners reported no remaining Exelon position as of Q3 2026 after selling out during the quarter.
Premier Path Wealth Partners sold 6,298 Exelon shares in Q3 2026, an estimated $294K.
Premier Path Wealth Partners first reported a position in Exelon in Q4 2023 and held it in 7 quarters.
Premier Path Wealth Partners's Exelon position peaked at $304K in Q1 2026.
188 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.