Ancora 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 | $20.5K | Buy |
418
+75
| +22% | +$3.49K | ﹤0.01% | 1534 |
|
|
2025
Q4 | $15K | Buy |
343
+274
| +397% | +$12.5K | ﹤0.01% | 1663 |
|
|
2025
Q3 | $3.11K | Buy |
69
+62
| +886% | +$2.72K | ﹤0.01% | 1588 |
|
|
2025
Q2 | $304 | Hold |
7
| – | – | ﹤0.01% | 1869 |
|
|
2025
Q1 | $323 | Sell |
7
-214
| -97% | -$8.95K | ﹤0.01% | 1661 |
|
|
2024
Q4 | $8.32K | Hold |
221
| – | – | ﹤0.01% | 1368 |
|
|
2024
Q3 | $8.96K | Buy |
221
+7
| +3% | +$263 | ﹤0.01% | 1356 |
|
|
2024
Q2 | $7.41K | Hold |
214
| – | – | ﹤0.01% | 1373 |
|
|
2024
Q1 | $8.04K | Hold |
214
| – | – | ﹤0.01% | 1373 |
|
|
2023
Q4 | $7.68K | Hold |
214
| – | – | ﹤0.01% | 1341 |
|
|
2023
Q3 | $8.09K | Hold |
214
| – | – | ﹤0.01% | 1322 |
|
|
2023
Q2 | $8.72K | Hold |
214
| – | – | ﹤0.01% | 1298 |
|
|
2023
Q1 | $8.96K | Sell |
214
-18
| -8% | -$750 | ﹤0.01% | 1298 |
|
|
2022
Q4 | $10K | Buy |
232
+18
| +8% | +$711 | ﹤0.01% | 1328 |
|
|
2022
Q3 | $8K | Sell |
214
-700
| -77% | -$30.9K | ﹤0.01% | 1532 |
|
|
2022
Q2 | $41K | Hold |
914
| – | – | ﹤0.01% | 1230 |
|
|
2022
Q1 | $44K | Sell |
914
-367
| -29% | -$15.5K | ﹤0.01% | 1311 |
|
|
2021
Q4 | $53K | Sell |
1,281
-249
| -16% | -$9.38K | ﹤0.01% | 1236 |
|
|
2021
Q3 | $53K | Buy |
1,530
+249
| +19% | +$8.51K | ﹤0.01% | 1168 |
|
|
2021
Q2 | $40K | Hold |
1,281
| – | – | ﹤0.01% | 1167 |
|
|
2021
Q1 | $40K | Hold |
1,281
| – | – | ﹤0.01% | 1129 |
|
|
2020
Q4 | $39K | Sell |
1,281
-643
| -33% | -$19K | ﹤0.01% | 936 |
|
|
2020
Q3 | $49K | Hold |
1,924
| – | – | ﹤0.01% | 862 |
|
|
2020
Q2 | $50K | Hold |
1,924
| – | – | ﹤0.01% | 820 |
|
|
2020
Q1 | $51K | Buy |
1,924
+982
| +104% | +$30.9K | ﹤0.01% | 878 |
|
|
2019
Q4 | $31K | Buy |
+942
| New | +$30.5K | ﹤0.01% | 983 |
|
|
2018
Q4 | – | Sell |
-3,045
| Closed | -$95K | – | 794 |
|
|
2018
Q3 | $95K | Buy |
+3,045
| New | +$93.7K | ﹤0.01% | 763 |
|
|
2018
Q1 | – | Sell |
-13,696
| Closed | -$384K | – | 675 |
|
|
2017
Q4 | $384K | Buy |
+13,696
| New | +$394K | 0.02% | 485 |
|
|
2017
Q3 | – | Sell |
-9,409
| Closed | -$242K | – | 656 |
|
|
2017
Q2 | $242K | Buy |
+9,409
| New | +$239K | 0.02% | 553 |
|
|
2017
Q1 | – | Sell |
-2,103
| Closed | -$53K | – | 758 |
|
|
2016
Q4 | $53K | Buy |
+2,103
| New | +$49.9K | ﹤0.01% | 769 |
|
Other funds holding EXC
VCM
VPM
Ancora Advisors's EXC Position: Q1 2026 in Review
Ancora Advisors increased its Exelon (EXC) stake by 22% in Q1 2026, buying an estimated $3.49K and bringing the position to 418 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.
Ancora Advisors first reported a position in EXC in Q4 2016 and has held it in 30 quarters since. The position peaked at $384K in Q4 2017. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.
- Ancora Advisors held 418 shares of Exelon worth $20.5K as of Q1 2026.
- Ancora Advisors bought 75 Exelon shares in Q1 2026, an estimated $3.49K.
- Exelon made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1534 holding.
- Ancora Advisors first reported a position in Exelon in Q4 2016 and has held it in 30 quarters since.
- Ancora Advisors's Exelon position peaked at $384K in Q4 2017.
- 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.
Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.