Riverbend Wealth Management
EXC icon

Riverbend Wealth Management’s Exelon EXC Stock Holding History

Riverbend Wealth Management’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 		$309K Buy
7,648
+189
+3% +$8.45K 0.14% 145
2026
Q2 		$348K Buy
7,459
+1,130
+18% +$52.3K 0.17% 134
2026
Q1 		$310K Buy
6,329
+532
+9% +$24.7K 0.18% 131
2025
Q4 		$253K Buy
5,797
+811
+16% +$37K 0.16% 139
2025
Q3 		$224K Buy
4,986
+354
+8% +$15.5K 0.16% 128
2025
Q2 		$201K Buy
+4,632
New +$206K 0.15% 132

Other funds holding EXC

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab Copenhagen $39.5B AUM 33.41% 1-Year Est. Return

Riverbend Wealth Management's EXC Position: Q3 2026 in Review

Riverbend Wealth Management increased its Exelon (EXC) stake by 2.5% in Q3 2026, buying an estimated $8.45K and bringing the position to 7,648 shares worth $309K. The position accounts for 0.14% of the portfolio, ranked #145.

Riverbend Wealth Management first reported a position in EXC in Q2 2025 and has held it in 6 quarters since. The position peaked at $348K in Q2 2026. 656 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Riverbend Wealth Management held 7,648 shares of Exelon worth $309K as of Q3 2026.
  • Riverbend Wealth Management bought 189 Exelon shares in Q3 2026, an estimated $8.45K.
  • Exelon made up 0.14% of Riverbend Wealth Management's portfolio in Q3 2026, its #145 holding.
  • Riverbend Wealth Management first reported a position in Exelon in Q2 2025 and has held it in 6 quarters since.
  • Riverbend Wealth Management's Exelon position peaked at $348K in Q2 2026.
  • 656 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.