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Arkadios Wealth Advisors’s Exelon EXC Stock Holding History

Arkadios Wealth 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 		$736K Buy
15,022
+1,202
+9% +$55.9K 0.01% 931
2025
Q4 		$602K Sell
13,820
-1,419
-9% -$64.8K 0.01% 914
2025
Q3 		$686K Buy
15,239
+4,839
+47% +$213K 0.02% 805
2025
Q2 		$452K Buy
10,400
+1,437
+16% +$64K 0.01% 886
2025
Q1 		$413K Buy
8,963
+1,318
+17% +$55.1K 0.02% 779
2024
Q4 		$288K Buy
7,645
+2,311
+43% +$89.6K 0.02% 733
2024
Q3 		$216K Buy
+5,334
New +$201K 0.01% 815
2021
Q4 		– Sell
-3,871
Closed -$133K – 949
2021
Q3 		$133K Sell
3,871
-125
-3% -$4.27K 0.02% 611
2021
Q2 		$126K Buy
3,996
+2,511
+169% +$80.8K 0.02% 662
2021
Q1 		$46K Buy
1,485
+2
+0.1% +$60 0.01% 712
2020
Q4 		$44K Buy
1,483
+755
+104% +$22.3K 0.01% 576
2020
Q3 		$21.8K Sell
728
-699
-49% -$18.5K 0.01% 585
2020
Q2 		$38.6K Sell
1,427
-154
-10% -$4.09K 0.02% 411
2020
Q1 		$41.5K Sell
1,581
-27
-2% -$849 0.03% 366
2019
Q4 		$56.8K Buy
+1,608
New +$52.1K 0.03% 299

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

Arkadios Wealth Advisors's EXC Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Exelon (EXC) stake by 8.7% in Q1 2026, buying an estimated $55.9K and bringing the position to 15,022 shares worth $736K. The position accounts for 0.01% of the portfolio, ranked #931.

Arkadios Wealth Advisors first reported a position in EXC in Q4 2019 and has held it in 15 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Arkadios Wealth Advisors held 15,022 shares of Exelon worth $736K as of Q1 2026.
  • Arkadios Wealth Advisors bought 1,202 Exelon shares in Q1 2026, an estimated $55.9K.
  • Exelon made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #931 holding.
  • Arkadios Wealth Advisors first reported a position in Exelon in Q4 2019 and has held it in 15 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.