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Wedmont Private Capital’s Exelon EXC Stock Holding History

Wedmont Private Capital’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 		$727K Buy
17,418
+6,017
+53% +$269K 0.02% 480
2026
Q2 		$534K Buy
11,401
+343
+3% +$15.9K 0.01% 537
2026
Q1 		$544K Buy
11,058
+2,176
+24% +$101K 0.02% 467
2025
Q4 		$382K Buy
8,882
+179
+2% +$8.17K 0.01% 566
2025
Q3 		$407K Buy
8,703
+511
+6% +$22.4K 0.02% 527
2025
Q2 		$353K Buy
8,192
+1,600
+24% +$71.2K 0.02% 525
2025
Q1 		$303K Buy
6,592
+153
+2% +$6.39K 0.02% 521
2024
Q4 		$240K Buy
6,439
+1,180
+22% +$45.8K 0.01% 601
2024
Q3 		$208K Buy
+5,259
New +$198K 0.01% 622
2024
Q1 		– Sell
-5,962
Closed -$219K – 613
2023
Q4 		$219K Sell
5,962
-1,226
-17% -$47.2K 0.02% 507
2023
Q3 		$278K Buy
7,188
+654
+10% +$26.6K 0.03% 402
2023
Q2 		$275K Buy
6,534
+689
+12% +$28.5K 0.03% 398
2023
Q1 		$253K Buy
+5,845
New +$244K 0.03% 385

Other funds holding EXC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Wedmont Private Capital's EXC Position: Q3 2026 in Review

Wedmont Private Capital increased its Exelon (EXC) stake by 53% in Q3 2026, buying an estimated $269K and bringing the position to 17,418 shares worth $727K. The position accounts for 0.02% of the portfolio, ranked #480.

Wedmont Private Capital first reported a position in EXC in Q1 2023 and has held it in 13 quarters since. 45 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Wedmont Private Capital held 17,418 shares of Exelon worth $727K as of Q3 2026.
  • Wedmont Private Capital bought 6,017 Exelon shares in Q3 2026, an estimated $269K.
  • Exelon made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #480 holding.
  • Wedmont Private Capital first reported a position in Exelon in Q1 2023 and has held it in 13 quarters since.
  • 45 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.