VestGen Advisors’s Exelon EXC Stock Holding History

VestGen 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	$992K	Buy	24,552 +512	+2%	+$22.9K	0.03%	425
2026 Q2	$1.12M	Sell	24,040 -6,986	-23%	-$323K	0.03%	433
2026 Q1	$1.4M	Buy	31,026 +14,102	+83%	+$656K	0.04%	384
2025 Q4	$738K	Sell	16,924 -8,657	-34%	-$395K	0.03%	408
2025 Q3	$1.15M	Sell	25,581 -34	-0.1%	-$1.49K	0.04%	343
2025 Q2	$1.13M	Buy	25,615 +995	+4%	+$44.3K	0.04%	312
2025 Q1	$1.13M	Buy	+24,620	New	+$1.03M	0.05%	290

Other funds holding EXC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

VestGen Advisors's EXC Position: Q3 2026 in Review

VestGen Advisors increased its Exelon (EXC) stake by 2.1% in Q3 2026, buying an estimated $22.9K and bringing the position to 24,552 shares worth $992K. The position accounts for 0.03% of the portfolio, ranked #425.

VestGen Advisors first reported a position in EXC in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.4M in Q1 2026. 712 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

VestGen Advisors held 24,552 shares of Exelon worth $992K as of Q3 2026.
VestGen Advisors bought 512 Exelon shares in Q3 2026, an estimated $22.9K.
Exelon made up 0.03% of VestGen Advisors's portfolio in Q3 2026, its #425 holding.
VestGen Advisors first reported a position in Exelon in Q1 2025 and has held it in 7 quarters since.
VestGen Advisors's Exelon position peaked at $1.4M in Q1 2026.
712 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.