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Strategic Advisors’s Exelon EXC Stock Holding History

Strategic Advisors’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 		$342K Buy
8,472
+15
+0.2% +$671 0.07% 130
2026
Q2 		$394K Sell
8,457
-2,786
-25% -$129K 0.09% 128
2026
Q1 		$551K Sell
11,243
-214
-2% -$10K 0.09% 130
2025
Q4 		$499K Buy
11,457
+4
+0% +$183 0.08% 134
2025
Q3 		$516K Buy
11,453
+4
+0% +$176 0.08% 132
2025
Q2 		$497K Sell
11,449
-602
-5% -$26.8K 0.1% 118
2025
Q1 		$555K Buy
12,051
+3
+0% +$125 0.11% 126
2024
Q4 		$453K Buy
12,048
+3,640
+43% +$141K 0.08% 139
2024
Q3 		$341K Buy
8,408
+4
+0% +$150 0.06% 166
2024
Q2 		$291K Buy
8,404
+4
+0% +$148 0.06% 168
2024
Q1 		$316K Sell
8,400
-22
-0.3% -$786 0.06% 170
2023
Q4 		$302K Sell
8,422
-24,923
-75% -$960K 0.06% 170
2023
Q3 		$1.26M Buy
33,345
+3,457
+12% +$141K 0.25% 84
2023
Q2 		$1.22M Buy
29,888
+3,907
+15% +$162K 0.23% 84
2023
Q1 		$1.09M Buy
25,981
+1,418
+6% +$59.1K 0.22% 91
2022
Q4 		$1.06M Buy
24,563
+13,936
+131% +$551K 0.24% 86
2022
Q3 		$398K Buy
10,627
+3
+0% +$133 0.09% 134
2022
Q2 		$481K Buy
10,624
+25
+0.2% +$1.18K 0.1% 132
2022
Q1 		$504K Sell
10,599
-4,257
-29% -$180K 0.09% 142
2021
Q4 		$612K Sell
14,856
-22
-0.1% -$829 0.09% 137
2021
Q3 		$513K Buy
14,878
+4
+0% +$137 0.11% 133
2021
Q2 		$470K Buy
14,874
+1,747
+13% +$56.2K 0.12% 119
2021
Q1 		$409K Buy
13,127
+398
+3% +$12K 0.12% 116
2020
Q4 		$381K Buy
12,729
+575
+5% +$17K 0.11% 117
2020
Q3 		$318K Buy
12,154
+4,112
+51% +$109K 0.11% 121
2020
Q2 		$223K Buy
+8,042
New +$214K 0.08% 133
2019
Q4 		– Sell
-26,171
Closed -$902K – 169
2019
Q3 		$902K Buy
26,171
+5,381
+26% +$181K 0.34% 71
2019
Q2 		$710K Buy
+20,790
New +$734K 0.27% 80

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
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
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
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Strategic Advisors's EXC Position: Q3 2026 in Review

Strategic Advisors increased its Exelon (EXC) stake by 0.18% in Q3 2026, buying an estimated $671 and bringing the position to 8,472 shares worth $342K. The position accounts for 0.07% of the portfolio, ranked #130.

Strategic Advisors first reported a position in EXC in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.26M in Q3 2023. 396 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Strategic Advisors held 8,472 shares of Exelon worth $342K as of Q3 2026.
  • Strategic Advisors bought 15 Exelon shares in Q3 2026, an estimated $671.
  • Exelon made up 0.07% of Strategic Advisors's portfolio in Q3 2026, its #130 holding.
  • Strategic Advisors first reported a position in Exelon in Q2 2019 and has held it in 28 quarters since.
  • Strategic Advisors's Exelon position peaked at $1.26M in Q3 2023.
  • 396 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Strategic Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.