Retirement Wealth Solutions
EXC icon

Retirement Wealth Solutions’s Exelon EXC Stock Holding History

Retirement Wealth Solutions’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 		$2.02K Sell
50
-22
-31% -$983 ﹤0.01% 597
2026
Q2 		$3.36K Sell
72
-13
-15% -$601 ﹤0.01% 423
2026
Q1 		$4.17K Buy
85
+16
+23% +$744 ﹤0.01% 355
2025
Q4 		$3.01K Buy
69
+8
+13% +$365 ﹤0.01% 390
2025
Q3 		$2.75K Buy
+61
New +$2.68K ﹤0.01% 393

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

Retirement Wealth Solutions's EXC Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Exelon (EXC) stake by 31% in Q3 2026, selling an estimated $983 and leaving 50 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Retirement Wealth Solutions first reported a position in EXC in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.17K in Q1 2026. 299 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Retirement Wealth Solutions held 50 shares of Exelon worth $2.02K as of Q3 2026.
  • Retirement Wealth Solutions sold 22 Exelon shares in Q3 2026, an estimated $983.
  • Exelon made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #597 holding.
  • Retirement Wealth Solutions first reported a position in Exelon in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Exelon position peaked at $4.17K in Q1 2026.
  • 299 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.