Root Financial Partners
EXC icon

Root Financial Partners’s Exelon EXC Stock Holding History

Root Financial 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 		$85.8K Buy
+2,125
New +$95K ﹤0.01% 813
2026
Q2 		– Sell
-2,333
Closed -$114K – 1299
2026
Q1 		$114K Buy
2,333
+628
+37% +$29.2K 0.01% 519
2025
Q4 		$74.3K Buy
1,705
+1,042
+157% +$47.6K ﹤0.01% 574
2025
Q3 		$29.8K Buy
+663
New +$29.1K ﹤0.01% 897

Other funds holding EXC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Root Financial Partners's EXC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Exelon (EXC) in Q3 2026: 2,125 shares worth $85.8K. The stake represents ﹤0.01% of the portfolio and ranks #813 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EXC as recently as Q1 2026.

Root Financial Partners first reported a position in EXC in Q3 2025 and has held it in 4 quarters since. The position peaked at $114K in Q1 2026. 1,072 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Root Financial Partners held 2,125 shares of Exelon worth $85.8K as of Q3 2026.
  • Exelon was a new Root Financial Partners position in Q3 2026.
  • Exelon made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #813 holding.
  • Root Financial Partners first reported a position in Exelon in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Exelon position peaked at $114K in Q1 2026.
  • 1,072 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.