Stiles Financial Services
EXC icon

Stiles Financial Services’s Exelon EXC Stock Holding History

Stiles Financial Services’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 		$224K Buy
5,540
+13
+0.2% +$581 0.06% 168
2026
Q2 		$258K Buy
5,527
+12
+0.2% +$555 0.06% 159
2026
Q1 		$270K Buy
5,515
+11
+0.2% +$512 0.08% 151
2025
Q4 		$240K Buy
5,504
+50
+0.9% +$2.28K 0.07% 159
2025
Q3 		$245K Buy
5,454
+50
+0.9% +$2.2K 0.08% 161
2025
Q2 		$235K Buy
5,404
+49
+0.9% +$2.18K 0.08% 162
2025
Q1 		$247K Buy
+5,355
New +$224K 0.09% 153
2024
Q4 		– Sell
-5,252
Closed -$213K – 187
2024
Q3 		$213K Buy
+5,252
New +$197K 0.08% 174
2023
Q3 		– Sell
-5,002
Closed -$204K – 182
2023
Q2 		$204K Buy
+5,002
New +$207K 0.1% 179
2022
Q3 		– Sell
-4,523
Closed -$205K – 171
2022
Q2 		$205K Buy
4,523
+31
+0.7% +$1.46K 0.12% 161
2022
Q1 		$214K Sell
4,492
-1,758
-28% -$74.5K 0.11% 168
2021
Q4 		$257K Buy
+6,250
New +$235K 0.12% 155

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

Stiles Financial Services's EXC Position: Q3 2026 in Review

Stiles Financial Services increased its Exelon (EXC) stake by 0.24% in Q3 2026, buying an estimated $581 and bringing the position to 5,540 shares worth $224K. The position accounts for 0.06% of the portfolio, ranked #168.

Stiles Financial Services first reported a position in EXC in Q4 2021 and has held it in 12 quarters since. The position peaked at $270K in Q1 2026. 1,072 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Stiles Financial Services held 5,540 shares of Exelon worth $224K as of Q3 2026.
  • Stiles Financial Services bought 13 Exelon shares in Q3 2026, an estimated $581.
  • Exelon made up 0.06% of Stiles Financial Services's portfolio in Q3 2026, its #168 holding.
  • Stiles Financial Services first reported a position in Exelon in Q4 2021 and has held it in 12 quarters since.
  • Stiles Financial Services's Exelon position peaked at $270K in Q1 2026.
  • 1,072 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.