AmeriServ Wealth Advisors’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 | $561K | Buy |
11,439
+655
| +6% | +$30.5K | 0.36% | 32 |
|
|
2025
Q4 | $470K | Buy |
10,784
+100
| +0.9% | +$4.56K | 0.27% | 40 |
|
|
2025
Q3 | $481K | Sell |
10,684
-7
| -0.1% | -$307 | 0.24% | 37 |
|
|
2025
Q2 | $464K | Sell |
10,691
-26
| -0.2% | -$1.16K | 0.23% | 39 |
|
|
2025
Q1 | $494K | Sell |
10,717
-242
| -2% | -$10.1K | 0.29% | 37 |
|
|
2024
Q4 | $412K | Buy |
+10,959
| New | +$425K | 0.22% | 40 |
|
|
2023
Q3 | $466K | Sell |
12,337
-31
| -0.3% | -$1.26K | 0.86% | 25 |
|
|
2023
Q2 | $504K | Sell |
12,368
-406
| -3% | -$16.8K | 0.95% | 19 |
|
|
2023
Q1 | $535K | Sell |
12,774
-3,230
| -20% | -$135K | 1.23% | 20 |
|
|
2022
Q4 | $692K | Sell |
16,004
-2,228
| -12% | -$88K | 1.38% | 21 |
|
|
2022
Q3 | $683K | Sell |
18,232
-21
| -0.1% | -$929 | 1.5% | 20 |
|
|
2022
Q2 | $827K | Sell |
18,253
-419
| -2% | -$19.7K | 1.95% | 17 |
|
|
2022
Q1 | $889K | Sell |
18,672
-7,822
| -30% | -$331K | 0.65% | 28 |
|
|
2021
Q4 | $1.09M | Buy |
26,494
+201
| +0.8% | +$7.57K | 0.75% | 23 |
|
|
2021
Q3 | $907K | Buy |
26,293
+307
| +1% | +$10.5K | 0.7% | 27 |
|
|
2021
Q2 | $821K | Buy |
25,986
+1,705
| +7% | +$54.9K | 0.64% | 35 |
|
|
2021
Q1 | $758K | Buy |
24,281
+4,071
| +20% | +$122K | 0.65% | 30 |
|
|
2020
Q4 | $609K | Buy |
+20,210
| New | +$596K | 0.6% | 34 |
|
|
2019
Q3 | $661K | Buy |
19,177
+30
| +0.2% | +$1.01K | 0.9% | 24 |
|
|
2019
Q2 | $655K | Sell |
19,147
-2,055
| -10% | -$72.5K | 0.85% | 28 |
|
|
2019
Q1 | $758K | Sell |
21,202
-613
| -3% | -$20.9K | 1.58% | 19 |
|
|
2018
Q4 | $702K | Sell |
21,815
-171
| -0.8% | -$5.47K | 1.78% | 21 |
|
|
2018
Q3 | $685K | Buy |
21,986
+1,709
| +8% | +$52.6K | 0.86% | 26 |
|
|
2018
Q2 | $616K | Buy |
20,277
+2,486
| +14% | +$71.2K | 0.83% | 30 |
|
|
2018
Q1 | $495K | Sell |
17,791
-1,695
| -9% | -$45.8K | 0.56% | 37 |
|
|
2017
Q4 | $580K | Buy |
+19,486
| New | +$560K | 0.56% | 35 |
|
|
2017
Q1 | $453K | Buy |
17,641
+621
| +4% | +$15.8K | 0.59% | 27 |
|
|
2016
Q4 | $431K | Sell |
17,020
-104
| -0.6% | -$2.47K | 0.5% | 28 |
|
|
2016
Q3 | $407K | Sell |
17,124
-377
| -2% | -$9.47K | 0.52% | 44 |
|
|
2016
Q2 | $454K | Buy |
17,501
+2,509
| +17% | +$62.1K | 0.68% | 26 |
|
|
2016
Q1 | $383K | Sell |
14,992
-1,254
| -8% | -$28.1K | 0.65% | 25 |
|
|
2015
Q4 | $322K | Buy |
16,246
+427
| +3% | +$8.65K | 0.76% | 27 |
|
|
2015
Q3 | $335K | Buy |
15,819
+621
| +4% | +$14K | 0.64% | 40 |
|
|
2015
Q2 | $341K | Buy |
15,198
+170
| +1% | +$4.07K | 0.4% | 52 |
|
|
2015
Q1 | $361K | Buy |
15,028
+2,379
| +19% | +$58.9K | 0.42% | 54 |
|
|
2014
Q4 | $335K | Buy |
12,649
+670
| +6% | +$17.2K | 0.32% | 81 |
|
|
2014
Q3 | $291K | Buy |
11,979
+847
| +8% | +$19.8K | 0.5% | 79 |
|
|
2014
Q2 | $290K | Buy |
11,132
+426
| +4% | +$10.9K | 0.31% | 87 |
|
|
2014
Q1 | $257K | Buy |
+10,706
| New | +$225K | 0.26% | 104 |
|
Other funds holding EXC
VCM
VPM
AmeriServ Wealth Advisors's EXC Position: Q1 2026 in Review
AmeriServ Wealth Advisors increased its Exelon (EXC) stake by 6.1% in Q1 2026, buying an estimated $30.5K and bringing the position to 11,439 shares worth $561K. The position accounts for 0.36% of the portfolio, ranked #32.
AmeriServ Wealth Advisors first reported a position in EXC in Q1 2014 and has held it in 39 quarters since. The position peaked at $1.09M in Q4 2021. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.
- AmeriServ Wealth Advisors held 11,439 shares of Exelon worth $561K as of Q1 2026.
- AmeriServ Wealth Advisors bought 655 Exelon shares in Q1 2026, an estimated $30.5K.
- Exelon made up 0.36% of AmeriServ Wealth Advisors's portfolio in Q1 2026, its #32 holding.
- AmeriServ Wealth Advisors first reported a position in Exelon in Q1 2014 and has held it in 39 quarters since.
- AmeriServ Wealth Advisors's Exelon position peaked at $1.09M in Q4 2021.
- 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.
Based on AmeriServ Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.