RMG Wealth Management
EXC icon

RMG Wealth Management’s Exelon EXC Stock Holding History

RMG 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 		$237K Sell
5,320
-180
-3% -$8.05K 0.02% 66
2026
Q2 		$249K Sell
5,500
-243
-4% -$11.2K 0.03% 66
2026
Q1 		$254K Sell
5,743
-228
-4% -$10.6K 0.03% 60
2025
Q4 		$265K Sell
5,971
-843
-12% -$38.5K 0.03% 50
2025
Q3 		$328K Sell
6,814
-369
-5% -$16.2K 0.05% 39
2025
Q2 		$311K Buy
+7,183
New +$320K 0.05% 36

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 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

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

RMG Wealth Management reduced its Exelon (EXC) stake by 3.3% in Q3 2026, selling an estimated $8.05K and leaving 5,320 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #66.

RMG Wealth Management first reported a position in EXC in Q2 2025 and has held it in 6 quarters since. The position peaked at $328K in Q3 2025. 416 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • RMG Wealth Management held 5,320 shares of Exelon worth $237K as of Q3 2026.
  • RMG Wealth Management sold 180 Exelon shares in Q3 2026, an estimated $8.05K.
  • Exelon made up 0.02% of RMG Wealth Management's portfolio in Q3 2026, its #66 holding.
  • RMG Wealth Management first reported a position in Exelon in Q2 2025 and has held it in 6 quarters since.
  • RMG Wealth Management's Exelon position peaked at $328K in Q3 2025.
  • 416 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.