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Abundance Wealth Counselors’s Exelon EXC Stock Holding History

Abundance Wealth Counselors’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
Q1 		$3.01M Sell
61,348
-224
-0.4% -$10.4K 0.43% 33
2025
Q4 		$2.68M Buy
61,572
+581
+1% +$26.5K 0.45% 34
2025
Q3 		$2.75M Buy
60,991
+2,747
+5% +$121K 0.47% 34
2025
Q2 		$2.51M Buy
58,244
+4,030
+7% +$179K 0.47% 35
2025
Q1 		$2.47M Buy
54,214
+7,540
+16% +$315K 0.52% 36
2024
Q4 		$1.76M Buy
46,674
+2,823
+6% +$110K 0.38% 44
2024
Q3 		$1.78M Buy
43,851
+20,681
+89% +$778K 0.37% 41
2024
Q2 		$802K Buy
23,170
+2,290
+11% +$84.5K 0.37% 51
2024
Q1 		$784K Buy
20,880
+2,050
+11% +$73.3K 0.18% 87
2023
Q4 		$676K Buy
18,830
+2,975
+19% +$115K 0.18% 92
2023
Q3 		$599K Buy
15,855
+339
+2% +$13.8K 0.17% 86
2023
Q2 		$632K Sell
15,516
-380
-2% -$15.7K 0.33% 36
2023
Q1 		$666K Sell
15,896
-43,142
-73% -$1.8M 0.17% 89
2022
Q4 		$2.55M Sell
59,038
-4,387
-7% -$173K 0.69% 21
2022
Q3 		$2.38M Buy
63,425
+1,970
+3% +$87.1K 0.68% 19
2022
Q2 		$2.79M Buy
61,455
+4,673
+8% +$220K 0.76% 18
2022
Q1 		$2.71M Sell
56,782
-20,771
-27% -$880K 0.73% 18
2021
Q4 		$3.19M Buy
77,553
+18
+0% +$678 0.82% 16
2021
Q3 		$2.67M Buy
77,535
+1,636
+2% +$55.9K 1.56% 8
2021
Q2 		$2.4M Buy
75,899
+18,263
+32% +$588K 0.62% 15
2021
Q1 		$1.8M Buy
57,636
+5,902
+11% +$177K 0.45% 17
2020
Q4 		$1.56M Buy
51,734
+2,943
+6% +$86.9K 0.39% 17
2020
Q3 		$1.24M Buy
48,791
+9,928
+26% +$263K 0.36% 20
2020
Q2 		$1.01M Buy
38,863
+26,917
+225% +$715K 0.31% 23
2020
Q1 		$314K Hold
11,946
– – 0.11% 26
2019
Q4 		$388K Hold
11,946
– – 0.11% 21
2019
Q3 		$412K Hold
11,946
– – 0.13% 19
2019
Q2 		$408K Buy
11,946
+127
+1% +$4.48K 0.13% 18
2019
Q1 		$423K Hold
11,819
– – 0.14% 17
2018
Q4 		$380K Buy
+11,819
New +$378K 0.14% 19

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Abundance Wealth Counselors's EXC Position: Q1 2026 in Review

Abundance Wealth Counselors reduced its Exelon (EXC) stake by 0.36% in Q1 2026, selling an estimated $10.4K and leaving 61,348 shares worth $3.01M. The position accounts for 0.43% of the portfolio, ranked #33.

Abundance Wealth Counselors first reported a position in EXC in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.19M in Q4 2021. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Abundance Wealth Counselors held 61,348 shares of Exelon worth $3.01M as of Q1 2026.
  • Abundance Wealth Counselors sold 224 Exelon shares in Q1 2026, an estimated $10.4K.
  • Exelon made up 0.43% of Abundance Wealth Counselors's portfolio in Q1 2026, its #33 holding.
  • Abundance Wealth Counselors first reported a position in Exelon in Q4 2018 and has held it in 30 quarters since.
  • Abundance Wealth Counselors's Exelon position peaked at $3.19M in Q4 2021.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.