Trifecta Capital Advisors
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Trifecta Capital Advisors’s Exelon EXC Stock Holding History

Trifecta Capital 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 		– Sell
-30
Closed -$1.4K – 370
2026
Q2 		$1.4K Buy
+30
New +$1.39K ﹤0.01% 333
2024
Q1 		– Sell
-18
Closed -$647 – 421
2023
Q4 		$647 Hold
18
– – ﹤0.01% 425
2023
Q3 		$681 Hold
18
– – ﹤0.01% 399
2023
Q2 		$734 Buy
+18
New +$744 ﹤0.01% 397

Other funds holding EXC

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Trifecta Capital Advisors's EXC Position: Q3 2026 in Review

Trifecta Capital Advisors sold out of Exelon (EXC) in Q3 2026, closing a stake of 30 shares — an estimated $1.4K sold.

Trifecta Capital Advisors first reported a position in EXC in Q2 2023 and held it in 4 quarters. The position peaked at $1.4K in Q2 2026. 629 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Trifecta Capital Advisors reported no remaining Exelon position as of Q3 2026 after selling out during the quarter.
  • Trifecta Capital Advisors sold 30 Exelon shares in Q3 2026, an estimated $1.4K.
  • Trifecta Capital Advisors first reported a position in Exelon in Q2 2023 and held it in 4 quarters.
  • Trifecta Capital Advisors's Exelon position peaked at $1.4K in Q2 2026.
  • 629 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.