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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Advisory Alpha's EXC Position: Q1 2026 in Review

Advisory Alpha increased its Exelon (EXC) stake by 27% in Q1 2026, buying an estimated $128K and bringing the position to 12,798 shares worth $627K. The position accounts for 0.02% of the portfolio, ranked #279.

Advisory Alpha first reported a position in EXC in Q1 2019 and has held it in 10 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Advisory Alpha held 12,798 shares of Exelon worth $627K as of Q1 2026.
Advisory Alpha bought 2,753 Exelon shares in Q1 2026, an estimated $128K.
Exelon made up 0.02% of Advisory Alpha's portfolio in Q1 2026, its #279 holding.
Advisory Alpha first reported a position in Exelon in Q1 2019 and has held it in 10 quarters since.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.