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Ausdal Financial Partners’s Exelon EXC Stock Holding History

Ausdal Financial Partners’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 		$585K Buy
11,934
+188
+2% +$8.74K 0.03% 530
2025
Q4 		$512K Sell
11,746
-536
-4% -$24.5K 0.02% 546
2025
Q3 		$553K Buy
12,282
+671
+6% +$29.5K 0.03% 528
2025
Q2 		$504K Sell
11,611
-363
-3% -$16.2K 0.03% 426
2025
Q1 		$552K Buy
11,974
+178
+2% +$7.44K 0.04% 373
2024
Q4 		$444K Buy
11,796
+324
+3% +$12.6K 0.04% 385
2024
Q3 		$465K Sell
11,472
-576
-5% -$21.7K 0.05% 320
2024
Q2 		$417K Buy
12,048
+854
+8% +$31.5K 0.04% 320
2024
Q1 		$421K Sell
11,194
-373
-3% -$13.3K 0.05% 299
2023
Q4 		$415K Buy
11,567
+257
+2% +$9.9K 0.05% 285
2023
Q3 		$427K Buy
11,310
+1,177
+12% +$48K 0.06% 271
2023
Q2 		$413K Sell
10,133
-1,162
-10% -$48K 0.06% 271
2023
Q1 		$473K Sell
11,295
-1,856
-14% -$77.4K 0.07% 251
2022
Q4 		$569K Buy
13,151
+625
+5% +$24.7K 0.08% 226
2022
Q3 		$469K Buy
12,526
+5,087
+68% +$225K 0.07% 258
2022
Q2 		$337K Buy
7,439
+156
+2% +$7.33K 0.05% 318
2022
Q1 		$347K Sell
7,283
-3,144
-30% -$133K 0.05% 343
2021
Q4 		$430K Buy
10,427
+17
+0.2% +$640 0.06% 304
2021
Q3 		$359K Sell
10,410
-376
-3% -$12.8K 0.05% 330
2021
Q2 		$341K Buy
10,786
+795
+8% +$25.6K 0.05% 332
2021
Q1 		$312K Buy
9,991
+1,845
+23% +$55.4K 0.05% 332
2020
Q4 		$245K Sell
8,146
-3,506
-30% -$103K 0.05% 348
2020
Q3 		$297K Buy
11,652
+1,633
+16% +$43.3K 0.07% 260
2020
Q2 		$259K Sell
10,019
-873
-8% -$23.2K 0.09% 230
2020
Q1 		$288K Sell
10,892
-1,043
-9% -$32.8K 0.1% 198
2019
Q4 		$407K Buy
11,935
+2,149
+22% +$69.6K 0.12% 206
2019
Q3 		$337K Sell
9,786
-67
-0.7% -$2.25K 0.12% 212
2019
Q2 		$324K Sell
9,853
-1,129
-10% -$39.8K 0.12% 197
2019
Q1 		$393K Sell
10,982
-327
-3% -$11.1K 0.16% 161
2018
Q4 		$364K Sell
11,309
-13,980
-55% -$447K 0.18% 143
2018
Q3 		$788K Sell
25,289
-121
-0.5% -$3.72K 0.22% 135
2018
Q2 		$772K Buy
25,410
+2,098
+9% +$60.1K 0.24% 131
2018
Q1 		$649K Buy
23,312
+1,278
+6% +$34.5K 0.23% 133
2017
Q4 		$619K Sell
22,034
-2,805
-11% -$80.6K 0.22% 141
2017
Q3 		$667K Buy
24,839
+172
+0.7% +$4.6K 0.26% 113
2017
Q2 		$635K Buy
24,667
+1,432
+6% +$36.4K 0.27% 104
2017
Q1 		$596K Buy
23,235
+1,466
+7% +$37.4K 0.27% 97
2016
Q4 		$551K Sell
21,769
-57
-0.3% -$1.35K 0.26% 105
2016
Q3 		$518K Buy
21,826
+6,532
+43% +$164K 0.26% 109
2016
Q2 		$397K Sell
15,294
-127
-0.8% -$3.14K 0.2% 129
2016
Q1 		$394K Sell
15,421
-1,302
-8% -$29.2K 0.22% 125
2015
Q4 		$331K Buy
+16,723
New +$339K 0.17% 144

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

Ausdal Financial Partners's EXC Position: Q1 2026 in Review

Ausdal Financial Partners increased its Exelon (EXC) stake by 1.6% in Q1 2026, buying an estimated $8.74K and bringing the position to 11,934 shares worth $585K. The position accounts for 0.03% of the portfolio, ranked #530.

Ausdal Financial Partners first reported a position in EXC in Q4 2015 and has held it in 42 quarters since. The position peaked at $788K in Q3 2018. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Ausdal Financial Partners held 11,934 shares of Exelon worth $585K as of Q1 2026.
  • Ausdal Financial Partners bought 188 Exelon shares in Q1 2026, an estimated $8.74K.
  • Exelon made up 0.03% of Ausdal Financial Partners's portfolio in Q1 2026, its #530 holding.
  • Ausdal Financial Partners first reported a position in Exelon in Q4 2015 and has held it in 42 quarters since.
  • Ausdal Financial Partners's Exelon position peaked at $788K in Q3 2018.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.