Thrive Wealth Management’s Exelon EXC Stock Holding History

Thrive 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	$263K	Buy	6,506 +95	+1%	+$4.25K	0.03%	217
2026 Q2	$299K	Sell	6,411 -48	-0.7%	-$2.22K	0.04%	193
2026 Q1	$317K	Buy	6,459 +111	+2%	+$5.16K	0.05%	174
2025 Q4	$277K	Buy	6,348 +1,759	+38%	+$80.3K	0.04%	191
2025 Q3	$207K	Buy	+4,589	New	+$202K	0.03%	229
2025 Q2	–	Sell	-4,541	Closed	-$209K	–	233
2025 Q1	$209K	Buy	+4,541	New	+$190K	0.04%	209
2022 Q1	–	Sell	-5,804	Closed	-$239K	–	158
2021 Q4	$239K	Buy	+5,804	New	+$219K	0.08%	131

Other funds holding EXC

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

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

Thrive Wealth Management increased its Exelon (EXC) stake by 1.5% in Q3 2026, buying an estimated $4.25K and bringing the position to 6,506 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #217.

Thrive Wealth Management first reported a position in EXC in Q4 2021 and has held it in 7 quarters since. The position peaked at $317K in Q1 2026. 178 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

Thrive Wealth Management held 6,506 shares of Exelon worth $263K as of Q3 2026.
Thrive Wealth Management bought 95 Exelon shares in Q3 2026, an estimated $4.25K.
Exelon made up 0.03% of Thrive Wealth Management's portfolio in Q3 2026, its #217 holding.
Thrive Wealth Management first reported a position in Exelon in Q4 2021 and has held it in 7 quarters since.
Thrive Wealth Management's Exelon position peaked at $317K in Q1 2026.
178 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

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