Advisory Alpha’s Exelon EXC Stock Holding History

Advisory Alpha’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 Q2	$501K	Sell	10,746 -2,052	-16%	-$94.9K	0.01%	370
2026 Q1	$627K	Buy	12,798 +2,753	+27%	+$128K	0.02%	279
2025 Q4	$438K	Buy	10,045 +939	+10%	+$42.9K	0.01%	326
2025 Q3	$410K	Buy	9,106 +2,249	+33%	+$98.8K	0.01%	339
2025 Q2	$298K	Buy	6,857 +1,482	+28%	+$66K	0.01%	371
2025 Q1	$248K	Buy	+5,375	New	+$225K	0.01%	391
2020 Q4	–	Sell	-1,077	Closed	-$29K	–	272
2020 Q3	$29K	Buy	+1,077	New	+$28.6K	0.01%	272
2020 Q2	–	Sell	-1,077	Closed	-$27.9K	–	251
2020 Q1	$27.9K	Hold	1,077	–	–	0.01%	274
2019 Q4	$35.5K	Sell	1,077 -39	-3%	-$1.26K	0.01%	326
2019 Q3	$38.1K	Buy	+1,116	New	+$37.5K	0.01%	277
2019 Q2	–	Sell	-1,095	Closed	-$38.1K	–	280
2019 Q1	$38.1K	Buy	+1,095	New	+$37.3K	0.01%	267

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Advisory Alpha's EXC Position: Q2 2026 in Review

Advisory Alpha reduced its Exelon (EXC) stake by 16% in Q2 2026, selling an estimated $94.9K and leaving 10,746 shares worth $501K. The position accounts for 0.01% of the portfolio, ranked #370.

Advisory Alpha first reported a position in EXC in Q1 2019 and has held it in 11 quarters since. The position peaked at $627K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

Advisory Alpha held 10,746 shares of Exelon worth $501K as of Q2 2026.
Advisory Alpha sold 2,052 Exelon shares in Q2 2026, an estimated $94.9K.
Exelon made up 0.01% of Advisory Alpha's portfolio in Q2 2026, its #370 holding.
Advisory Alpha first reported a position in Exelon in Q1 2019 and has held it in 11 quarters since.
Advisory Alpha's Exelon position peaked at $627K in Q1 2026.
1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.