Avantax Planning Partners’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $259K | Sell |
5,550
-255
| -4% | -$11.8K | 0.01% | 390 |
|
|
2026
Q1 | $285K | Buy |
5,805
+4
| +0.1% | +$186 | 0.01% | 359 |
|
|
2025
Q4 | $253K | Buy |
5,801
+435
| +8% | +$19.9K | 0.01% | 377 |
|
|
2025
Q3 | $242K | Sell |
5,366
-1,532
| -22% | -$67.3K | 0.01% | 390 |
|
|
2025
Q2 | $299K | Sell |
6,898
-475
| -6% | -$21.1K | 0.01% | 352 |
|
|
2025
Q1 | $340K | Sell |
7,373
-58
| -0.8% | -$2.42K | 0.01% | 315 |
|
|
2024
Q4 | $280K | Buy |
7,431
+208
| +3% | +$8.07K | 0.01% | 344 |
|
|
2024
Q3 | $293K | Hold |
7,223
| – | – | 0.01% | 340 |
|
|
2024
Q2 | $250K | Hold |
7,223
| – | – | 0.01% | 396 |
|
|
2024
Q1 | $271K | Buy |
+7,223
| New | +$258K | 0.01% | 381 |
|
|
2023
Q2 | – | Sell |
-4,904
| Closed | -$205K | – | 376 |
|
|
2023
Q1 | $205K | Buy |
+4,904
| New | +$204K | 0.01% | 355 |
|
|
2022
Q1 | – | Sell |
-7,642
| Closed | -$315K | – | 368 |
|
|
2021
Q4 | $315K | Buy |
7,642
+238
| +3% | +$8.96K | 0.01% | 271 |
|
|
2021
Q3 | $255K | Buy |
7,404
+402
| +6% | +$13.7K | 0.01% | 283 |
|
|
2021
Q2 | $221K | Sell |
7,002
-19
| -0.3% | -$612 | 0.01% | 299 |
|
|
2021
Q1 | $219K | Sell |
7,021
-1,458
| -17% | -$43.8K | 0.01% | 283 |
|
|
2020
Q4 | $255K | Sell |
8,479
-504
| -6% | -$14.9K | 0.01% | 245 |
|
|
2020
Q3 | $229K | Sell |
8,983
-1,981
| -18% | -$52.5K | 0.01% | 264 |
|
|
2020
Q2 | $284K | Buy |
10,964
+20
| +0.2% | +$531 | 0.02% | 222 |
|
|
2020
Q1 | $287K | Sell |
10,944
-67
| -0.6% | -$2.11K | 0.02% | 208 |
|
|
2019
Q4 | $358K | Sell |
11,011
-61
| -0.6% | -$1.98K | 0.02% | 210 |
|
|
2019
Q3 | $381K | Sell |
11,072
-16
| -0.1% | -$537 | 0.02% | 206 |
|
|
2019
Q2 | $386K | Buy |
11,088
+224
| +2% | +$7.91K | 0.03% | 202 |
|
|
2019
Q1 | $388K | Sell |
10,864
-2,154
| -17% | -$73.3K | 0.03% | 196 |
|
|
2018
Q4 | $419K | Hold |
13,018
| – | – | 0.03% | 159 |
|
|
2018
Q3 | $405K | Buy |
13,018
+369
| +3% | +$11.4K | 0.03% | 158 |
|
|
2018
Q2 | $384K | Sell |
12,649
-328
| -3% | -$9.39K | 0.03% | 153 |
|
|
2018
Q1 | $360K | Buy |
12,977
+23
| +0.2% | +$621 | 0.03% | 206 |
|
|
2017
Q4 | $364K | Sell |
12,954
-6,394
| -33% | -$184K | 0.03% | 207 |
|
|
2017
Q3 | $520K | Buy |
19,348
+568
| +3% | +$15.2K | 0.04% | 203 |
|
|
2017
Q2 | $483K | Sell |
18,780
-600
| -3% | -$15.3K | 0.04% | 196 |
|
|
2017
Q1 | $497K | Sell |
19,380
-94
| -0.5% | -$2.4K | 0.04% | 180 |
|
|
2016
Q4 | $493K | Buy |
+19,474
| New | +$462K | 0.05% | 165 |
|
Other funds holding EXC
Avantax Planning Partners's EXC Position: Q2 2026 in Review
Avantax Planning Partners reduced its Exelon (EXC) stake by 4.4% in Q2 2026, selling an estimated $11.8K and leaving 5,550 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #390.
Avantax Planning Partners first reported a position in EXC in Q4 2016 and has held it in 32 quarters since. The position peaked at $520K in Q3 2017. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.
- Avantax Planning Partners held 5,550 shares of Exelon worth $259K as of Q2 2026.
- Avantax Planning Partners sold 255 Exelon shares in Q2 2026, an estimated $11.8K.
- Exelon made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #390 holding.
- Avantax Planning Partners first reported a position in Exelon in Q4 2016 and has held it in 32 quarters since.
- Avantax Planning Partners's Exelon position peaked at $520K in Q3 2017.
- 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.