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James T. Borello RIA’s Exelon EXC Stock Holding History

James T. Borello RIA’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 		$5.98K Sell
148
-259
-64% -$11.6K ﹤0.01% 735
2026
Q2 		$19K Sell
407
-5
-1% -$231 ﹤0.01% 425
2026
Q1 		$20.2K Buy
412
+156
+61% +$7.26K 0.01% 376
2025
Q4 		$11.2K Buy
256
+134
+110% +$6.12K ﹤0.01% 387
2025
Q3 		$5.49K Buy
+122
New +$5.36K ﹤0.01% 435

Other funds holding EXC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
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
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

James T. Borello RIA's EXC Position: Q3 2026 in Review

James T. Borello RIA reduced its Exelon (EXC) stake by 64% in Q3 2026, selling an estimated $11.6K and leaving 148 shares worth $5.98K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

James T. Borello RIA first reported a position in EXC in Q3 2025 and has held it in 5 quarters since. The position peaked at $20.2K in Q1 2026. 176 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • James T. Borello RIA held 148 shares of Exelon worth $5.98K as of Q3 2026.
  • James T. Borello RIA sold 259 Exelon shares in Q3 2026, an estimated $11.6K.
  • Exelon made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #735 holding.
  • James T. Borello RIA first reported a position in Exelon in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Exelon position peaked at $20.2K in Q1 2026.
  • 176 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.