RIA Advisory Group’s Exelon EXC Stock Holding History

RIA Advisory Group’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	$1.11M	Sell	27,523 -10,203	-27%	-$456K	0.31%	52
2026 Q2	$1.76M	Buy	37,726 +430	+1%	+$19.9K	0.38%	41
2026 Q1	$1.83M	Sell	37,296 -2,094	-5%	-$97.4K	0.43%	34
2025 Q4	$1.72M	Buy	39,390 +3,206	+9%	+$146K	0.41%	38
2025 Q3	$1.63M	Buy	36,184 +12,144	+51%	+$533K	0.42%	43
2025 Q2	$1.04M	Buy	24,040 +9,994	+71%	+$445K	0.31%	52
2025 Q1	$647K	Buy	14,046 +2,759	+24%	+$115K	0.21%	75
2024 Q4	$425K	Buy	11,287 +4,478	+66%	+$174K	0.14%	85
2024 Q3	$276K	Buy	+6,809	New	+$256K	0.1%	108
2024 Q1	$247K	Buy	+6,572	New	+$235K	0.1%	120
2023 Q1	–	Sell	-10,441	Closed	-$432K	–	130
2022 Q4	$432K	Buy	+10,441	New	+$413K	0.25%	60

Other funds holding EXC

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

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

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

RIA Advisory Group's EXC Position: Q3 2026 in Review

RIA Advisory Group reduced its Exelon (EXC) stake by 27% in Q3 2026, selling an estimated $456K and leaving 27,523 shares worth $1.11M. The position accounts for 0.31% of the portfolio, ranked #52.

RIA Advisory Group first reported a position in EXC in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.83M in Q1 2026. 232 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

RIA Advisory Group held 27,523 shares of Exelon worth $1.11M as of Q3 2026.
RIA Advisory Group sold 10,203 Exelon shares in Q3 2026, an estimated $456K.
Exelon made up 0.31% of RIA Advisory Group's portfolio in Q3 2026, its #52 holding.
RIA Advisory Group first reported a position in Exelon in Q4 2022 and has held it in 11 quarters since.
RIA Advisory Group's Exelon position peaked at $1.83M in Q1 2026.
232 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.