Atria Investments’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 | $1.87M | Buy |
38,193
+5,594
| +17% | +$260K | 0.02% | 741 |
|
|
2025
Q4 | $1.42M | Buy |
32,599
+6,937
| +27% | +$317K | 0.02% | 891 |
|
|
2025
Q3 | $1.16M | Buy |
25,662
+1,507
| +6% | +$66.2K | 0.01% | 976 |
|
|
2025
Q2 | $1.05M | Buy |
24,155
+6,687
| +38% | +$298K | 0.01% | 1008 |
|
|
2025
Q1 | $805K | Buy |
17,468
+1,476
| +9% | +$61.7K | 0.01% | 1101 |
|
|
2024
Q4 | $602K | Sell |
15,992
-1,079
| -6% | -$41.9K | 0.01% | 1233 |
|
|
2024
Q3 | $692K | Sell |
17,071
-4,977
| -23% | -$187K | 0.01% | 1162 |
|
|
2024
Q2 | $763K | Buy |
+22,048
| New | +$814K | 0.01% | 1080 |
|
|
2023
Q4 | – | Sell |
-28,130
| Closed | -$1.06M | – | 905 |
|
|
2023
Q3 | $1.06M | Buy |
28,130
+25
| +0.1% | +$1.02K | 0.02% | 816 |
|
|
2023
Q2 | $1.14M | Sell |
28,105
-895
| -3% | -$37K | 0.02% | 777 |
|
|
2023
Q1 | $1.21M | Sell |
29,000
-33
| -0.1% | -$1.38K | 0.02% | 733 |
|
|
2022
Q4 | $1.26M | Buy |
+29,033
| New | +$1.15M | 0.03% | 672 |
|
|
2022
Q3 | – | Sell |
-27,402
| Closed | -$1.24M | – | 756 |
|
|
2022
Q2 | $1.24M | Buy |
27,402
+5,689
| +26% | +$267K | 0.03% | 667 |
|
|
2022
Q1 | $1.03M | Sell |
21,713
-6,536
| -23% | -$277K | 0.02% | 843 |
|
|
2021
Q4 | $1.16M | Buy |
+28,249
| New | +$1.06M | 0.02% | 775 |
|
|
2020
Q2 | – | Sell |
-84,954
| Closed | -$2.23M | – | 607 |
|
|
2020
Q1 | $2.23M | Buy |
84,954
+71,854
| +549% | +$2.26M | 0.17% | 121 |
|
|
2019
Q4 | $426K | Sell |
13,100
-27,056
| -67% | -$876K | 0.01% | 845 |
|
|
2019
Q3 | $1.38M | Sell |
40,156
-4,282
| -10% | -$144K | 0.05% | 317 |
|
|
2019
Q2 | $1.42M | Buy |
44,438
+36,777
| +480% | +$1.3M | 0.05% | 299 |
|
|
2019
Q1 | $274K | Sell |
7,661
-19
| -0.2% | -$647 | 0.01% | 739 |
|
|
2018
Q4 | $247K | Sell |
7,680
-1,427
| -16% | -$45.6K | 0.01% | 732 |
|
|
2018
Q3 | $284K | Sell |
9,107
-4,354
| -32% | -$134K | 0.01% | 786 |
|
|
2018
Q2 | $409K | Sell |
13,461
-478
| -3% | -$13.7K | 0.02% | 635 |
|
|
2018
Q1 | $388K | Sell |
13,939
-524
| -4% | -$14.1K | 0.02% | 596 |
|
|
2017
Q4 | $407K | Buy |
14,463
+4,906
| +51% | +$141K | 0.02% | 540 |
|
|
2017
Q3 | $257K | Buy |
+9,557
| New | +$256K | 0.01% | 654 |
|
|
2017
Q2 | – | Sell |
-7,836
| Closed | -$201K | – | 764 |
|
|
2017
Q1 | $201K | Buy |
+7,836
| New | +$200K | 0.01% | 653 |
|
Other funds holding EXC
VCM
VPM
Atria Investments's EXC Position: Q1 2026 in Review
Atria Investments increased its Exelon (EXC) stake by 17% in Q1 2026, buying an estimated $260K and bringing the position to 38,193 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #741.
Atria Investments first reported a position in EXC in Q1 2017 and has held it in 27 quarters since. The position peaked at $2.23M in Q1 2020. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.
- Atria Investments held 38,193 shares of Exelon worth $1.87M as of Q1 2026.
- Atria Investments bought 5,594 Exelon shares in Q1 2026, an estimated $260K.
- Exelon made up 0.02% of Atria Investments's portfolio in Q1 2026, its #741 holding.
- Atria Investments first reported a position in Exelon in Q1 2017 and has held it in 27 quarters since.
- Atria Investments's Exelon position peaked at $2.23M in Q1 2020.
- 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.