West Paces Advisors’s Exelon EXC Stock Holding History

West Paces 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	$37K	Buy	915 +888	+3,289%	+$39.7K	0.01%	306
2026 Q2	$1.26K	Buy	+27	New	+$1.25K	﹤0.01%	641
2024 Q1	–	Sell	-1,246	Closed	-$44.7K	–	613
2023 Q4	$44.7K	Hold	1,246	–	–	0.01%	235
2023 Q3	$47.1K	Hold	1,246	–	–	0.01%	217
2023 Q2	$50.8K	Hold	1,246	–	–	0.02%	218
2023 Q1	$52.2K	Hold	1,246	–	–	0.02%	218
2022 Q4	$53.9K	Hold	1,246	–	–	0.02%	213
2022 Q3	$46.7K	Hold	1,246	–	–	0.02%	213
2022 Q2	$56.5K	Buy	1,246 +354	+40%	+$16.6K	0.02%	209
2022 Q1	$42.5K	Sell	892 -359	-29%	-$15.2K	0.01%	241
2021 Q4	$51.5K	Hold	1,251	–	–	0.02%	232
2021 Q3	$43.1K	Buy	1,251 +1,122	+870%	+$38.3K	0.02%	224
2021 Q2	$4.08K	Hold	129	–	–	﹤0.01%	453
2021 Q1	$4.02K	Hold	129	–	–	﹤0.01%	396
2020 Q4	$3.88K	Hold	129	–	–	﹤0.01%	378
2020 Q3	$3.29K	Hold	129	–	–	﹤0.01%	378
2020 Q2	$3.34K	Hold	129	–	–	﹤0.01%	397
2020 Q1	$3.39K	Sell	129 -123	-49%	-$3.87K	﹤0.01%	394
2019 Q4	$8.21K	Hold	252	–	–	﹤0.01%	366
2019 Q3	$8.7K	Hold	252	–	–	0.01%	339
2019 Q2	$8.63K	Hold	252	–	–	0.01%	331
2019 Q1	$9.02K	Hold	252	–	–	0.01%	325
2018 Q4	$8.12K	Hold	252	–	–	0.01%	330
2018 Q3	$7.86K	Hold	252	–	–	0.01%	343
2018 Q2	$7.67K	Hold	252	–	–	0.01%	352
2018 Q1	$7.02K	Hold	252	–	–	0.01%	344
2017 Q4	$7.09K	Hold	252	–	–	0.01%	364
2017 Q3	$6.78K	Hold	252	–	–	0.01%	361
2017 Q2	$6.49K	Hold	252	–	–	0.01%	367
2017 Q1	$6.48K	Sell	252 -51	-17%	-$1.3K	0.01%	366
2016 Q4	$7.67K	Buy	+303	New	+$7.18K	0.01%	365

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

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

FFM

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

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

West Paces Advisors's EXC Position: Q3 2026 in Review

West Paces Advisors increased its Exelon (EXC) stake by 3,289% in Q3 2026, buying an estimated $39.7K and bringing the position to 915 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #306.

West Paces Advisors first reported a position in EXC in Q4 2016 and has held it in 31 quarters since. The position peaked at $56.5K in Q2 2022. 130 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

West Paces Advisors held 915 shares of Exelon worth $37K as of Q3 2026.
West Paces Advisors bought 888 Exelon shares in Q3 2026, an estimated $39.7K.
Exelon made up 0.01% of West Paces Advisors's portfolio in Q3 2026, its #306 holding.
West Paces Advisors first reported a position in Exelon in Q4 2016 and has held it in 31 quarters since.
West Paces Advisors's Exelon position peaked at $56.5K in Q2 2022.
130 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

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