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Aptus Capital Advisors’s Exelon EXC Stock Holding History

Aptus Capital Advisors’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 		$418K Sell
8,518
-5,487
-39% -$255K ﹤0.01% 775
2025
Q4 		$610K Buy
14,005
+475
+4% +$21.7K ﹤0.01% 688
2025
Q3 		$609K Buy
13,530
+749
+6% +$32.9K ﹤0.01% 657
2025
Q2 		$555K Sell
12,781
-3,725
-23% -$166K ﹤0.01% 656
2025
Q1 		$761K Buy
16,506
+2,140
+15% +$89.5K 0.01% 556
2024
Q4 		$541K Buy
14,366
+4,049
+39% +$157K 0.01% 612
2024
Q3 		$418K Buy
10,317
+905
+10% +$34K 0.01% 586
2024
Q2 		$326K Buy
9,412
+304
+3% +$11.2K 0.01% 599
2024
Q1 		$342K Buy
9,108
+3,330
+58% +$119K 0.01% 598
2023
Q4 		$207K Sell
5,778
-703
-11% -$27.1K 0.01% 550
2023
Q3 		$245K Buy
+6,481
New +$264K 0.01% 517

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Aptus Capital Advisors's EXC Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Exelon (EXC) stake by 39% in Q1 2026, selling an estimated $255K and leaving 8,518 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Aptus Capital Advisors first reported a position in EXC in Q3 2023 and has held it in 11 quarters since. The position peaked at $761K in Q1 2025. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Aptus Capital Advisors held 8,518 shares of Exelon worth $418K as of Q1 2026.
  • Aptus Capital Advisors sold 5,487 Exelon shares in Q1 2026, an estimated $255K.
  • Exelon made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #775 holding.
  • Aptus Capital Advisors first reported a position in Exelon in Q3 2023 and has held it in 11 quarters since.
  • Aptus Capital Advisors's Exelon position peaked at $761K in Q1 2025.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.