BOLTON SECURITIES CORPORATION’s Exelon EXC Stock Holding History

BOLTON SECURITIES CORPORATION’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	$161K	Buy	3,985 +2	+0.1%	+$89	0.01%	968
2026 Q2	$186K	Buy	3,983 +328	+9%	+$15.2K	0.01%	920
2026 Q1	$179K	Buy	+3,655	New	+$170K	0.01%	841
2025 Q3	$102K	Buy	+2,256	New	+$99.1K	﹤0.01%	957
2025 Q1	$95.6K	Buy	+2,074	New	+$86.7K	0.01%	888

Other funds holding EXC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's EXC Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Exelon (EXC) stake by 0.05% in Q3 2026, buying an estimated $89 and bringing the position to 3,985 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #968.

BOLTON SECURITIES CORPORATION first reported a position in EXC in Q1 2025 and has held it in 5 quarters since. The position peaked at $186K in Q2 2026. 890 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

BOLTON SECURITIES CORPORATION held 3,985 shares of Exelon worth $161K as of Q3 2026.
BOLTON SECURITIES CORPORATION bought 2 Exelon shares in Q3 2026, an estimated $89.
Exelon made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #968 holding.
BOLTON SECURITIES CORPORATION first reported a position in Exelon in Q1 2025 and has held it in 5 quarters since.
BOLTON SECURITIES CORPORATION's Exelon position peaked at $186K in Q2 2026.
890 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.