Advisornet Financial’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.37M | Buy |
27,956
+946
| +4% | +$44K | 0.07% | 216 |
|
|
2025
Q4 | $1.18M | Buy |
27,010
+1,400
| +5% | +$63.9K | 0.06% | 233 |
|
|
2025
Q3 | $1.15M | Buy |
25,610
+332
| +1% | +$14.6K | 0.07% | 233 |
|
|
2025
Q2 | $1.1M | Buy |
25,278
+632
| +3% | +$28.1K | 0.07% | 230 |
|
|
2025
Q1 | $1.14M | Buy |
24,646
+563
| +2% | +$23.5K | 0.08% | 223 |
|
|
2024
Q4 | $906K | Buy |
24,083
+471
| +2% | +$18.3K | 0.08% | 223 |
|
|
2024
Q3 | $957K | Buy |
23,612
+66
| +0.3% | +$2.48K | 0.07% | 231 |
|
|
2024
Q2 | $815K | Sell |
23,546
-412
| -2% | -$15.2K | 0.07% | 231 |
|
|
2024
Q1 | $900K | Sell |
23,958
-443
| -2% | -$15.8K | 0.09% | 219 |
|
|
2023
Q4 | $876K | Sell |
24,401
-1,185
| -5% | -$45.6K | 0.08% | 233 |
|
|
2023
Q3 | $967K | Sell |
25,586
-2,588
| -9% | -$105K | 0.09% | 214 |
|
|
2023
Q2 | $1.15M | Sell |
28,174
-88
| -0.3% | -$3.64K | 0.1% | 197 |
|
|
2023
Q1 | $1.18M | Buy |
28,262
+346
| +1% | +$14.4K | 0.11% | 193 |
|
|
2022
Q4 | $1.21M | Sell |
27,916
-439
| -2% | -$17.3K | 0.12% | 182 |
|
|
2022
Q3 | $1.06M | Sell |
28,355
-2,514
| -8% | -$111K | 0.11% | 196 |
|
|
2022
Q2 | $1.4M | Sell |
30,869
-204
| -0.7% | -$9.59K | 0.14% | 170 |
|
|
2022
Q1 | $1.48M | Sell |
31,073
-12,350
| -28% | -$523K | 0.09% | 194 |
|
|
2021
Q4 | $1.79M | Buy |
43,423
+271
| +0.6% | +$10.2K | 0.11% | 175 |
|
|
2021
Q3 | $1.49M | Buy |
43,152
+8,743
| +25% | +$299K | 0.1% | 178 |
|
|
2021
Q2 | $1.09M | Buy |
34,409
+5,531
| +19% | +$178K | 0.07% | 238 |
|
|
2021
Q1 | $901K | Buy |
28,878
+5,542
| +24% | +$167K | 0.06% | 258 |
|
|
2020
Q4 | $703K | Buy |
23,336
+1,825
| +8% | +$53.9K | 0.06% | 283 |
|
|
2020
Q3 | $549K | Buy |
21,511
+1,422
| +7% | +$37.7K | 0.05% | 326 |
|
|
2020
Q2 | $520K | Buy |
20,089
+59
| +0.3% | +$1.57K | 0.04% | 329 |
|
|
2020
Q1 | $526K | Sell |
20,030
-514
| -3% | -$16.2K | 0.05% | 294 |
|
|
2019
Q4 | $668K | Sell |
20,544
-5,644
| -22% | -$183K | 0.06% | 291 |
|
|
2019
Q3 | $902K | Buy |
26,188
+6,723
| +35% | +$226K | 0.08% | 228 |
|
|
2019
Q2 | $666K | Buy |
19,465
+8,437
| +77% | +$298K | 0.07% | 264 |
|
|
2019
Q1 | $394K | Sell |
11,028
-421
| -4% | -$14.3K | 0.05% | 313 |
|
|
2018
Q4 | $368K | Sell |
11,449
-496
| -4% | -$15.9K | 0.05% | 294 |
|
|
2018
Q3 | $372K | Buy |
11,945
+353
| +3% | +$10.9K | 0.05% | 311 |
|
|
2018
Q2 | $352K | Sell |
11,592
-2,115
| -15% | -$60.6K | 0.05% | 294 |
|
|
2018
Q1 | $381K | Sell |
13,707
-28
| -0.2% | -$756 | 0.05% | 271 |
|
|
2017
Q4 | $386K | Buy |
+13,735
| New | +$395K | 0.06% | 238 |
|
Other funds holding EXC
VCM
VPM
Advisornet Financial's EXC Position: Q1 2026 in Review
Advisornet Financial increased its Exelon (EXC) stake by 3.5% in Q1 2026, buying an estimated $44K and bringing the position to 27,956 shares worth $1.37M. The position accounts for 0.07% of the portfolio, ranked #216.
Advisornet Financial first reported a position in EXC in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.79M in Q4 2021. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.
- Advisornet Financial held 27,956 shares of Exelon worth $1.37M as of Q1 2026.
- Advisornet Financial bought 946 Exelon shares in Q1 2026, an estimated $44K.
- Exelon made up 0.07% of Advisornet Financial's portfolio in Q1 2026, its #216 holding.
- Advisornet Financial first reported a position in Exelon in Q4 2017 and has held it in 34 quarters since.
- Advisornet Financial's Exelon position peaked at $1.79M in Q4 2021.
- 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.
Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.