Bartlett & Co Wealth Management’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 | $14.3K | Sell |
306
-30
| -9% | -$1.4K | ﹤0.01% | 870 |
|
|
2025
Q4 | $14.6K | Buy |
336
+150
| +81% | +$6.85K | ﹤0.01% | 876 |
|
|
2025
Q3 | $8.37K | Buy |
186
+90
| +94% | +$3.95K | ﹤0.01% | 940 |
|
|
2025
Q2 | $4.17K | Hold |
96
| – | – | ﹤0.01% | 1022 |
|
|
2025
Q1 | $4.42K | Sell |
96
-312
| -76% | -$13K | ﹤0.01% | 1000 |
|
|
2024
Q4 | $15.4K | Hold |
408
| – | – | ﹤0.01% | 850 |
|
|
2024
Q3 | $16.5K | Hold |
408
| – | – | ﹤0.01% | 844 |
|
|
2024
Q2 | $14.1K | Sell |
408
-393
| -49% | -$14.5K | ﹤0.01% | 870 |
|
|
2024
Q1 | $30.1K | Buy |
801
+43
| +6% | +$1.54K | ﹤0.01% | 751 |
|
|
2023
Q4 | $27.2K | Hold |
758
| – | – | ﹤0.01% | 814 |
|
|
2023
Q3 | $28.6K | Sell |
758
-8
| -1% | -$326 | ﹤0.01% | 748 |
|
|
2023
Q2 | $31.2K | Hold |
766
| – | – | ﹤0.01% | 744 |
|
|
2023
Q1 | $32.1K | Hold |
766
| – | – | ﹤0.01% | 639 |
|
|
2022
Q4 | $33.1K | Buy |
766
+8
| +1% | +$316 | ﹤0.01% | 642 |
|
|
2022
Q3 | $28.4K | Sell |
758
-51
| -6% | -$2.25K | ﹤0.01% | 653 |
|
|
2022
Q2 | $36.7K | Sell |
809
-1,018
| -56% | -$47.9K | ﹤0.01% | 622 |
|
|
2022
Q1 | $87K | Buy |
+1,827
| New | +$77.4K | ﹤0.01% | 504 |
|
|
2021
Q4 | – | Sell |
-572
| Closed | -$19.7K | – | 550 |
|
|
2021
Q3 | $19.7K | Hold |
572
| – | – | ﹤0.01% | 636 |
|
|
2021
Q2 | $18.1K | Hold |
572
| – | – | ﹤0.01% | 635 |
|
|
2021
Q1 | $17.8K | Buy |
572
+73
| +15% | +$2.19K | ﹤0.01% | 677 |
|
|
2020
Q4 | $15K | Buy |
499
+56
| +13% | +$1.65K | ﹤0.01% | 694 |
|
|
2020
Q3 | $11.3K | Hold |
443
| – | – | ﹤0.01% | 667 |
|
|
2020
Q2 | $11.5K | Sell |
443
-51
| -10% | -$1.35K | ﹤0.01% | 665 |
|
|
2020
Q1 | $13K | Sell |
494
-457
| -48% | -$14.4K | ﹤0.01% | 629 |
|
|
2019
Q4 | $30.9K | Hold |
951
| – | – | ﹤0.01% | 601 |
|
|
2019
Q3 | $32.8K | Buy |
951
+415
| +77% | +$13.9K | ﹤0.01% | 592 |
|
|
2019
Q2 | $18.3K | Buy |
536
+28
| +6% | +$988 | ﹤0.01% | 537 |
|
|
2019
Q1 | $18.1K | Hold |
508
| – | – | ﹤0.01% | 527 |
|
|
2018
Q4 | $16.3K | Sell |
508
-782
| -61% | -$25K | ﹤0.01% | 535 |
|
|
2018
Q3 | $40.2K | Sell |
1,290
-425
| -25% | -$13.1K | ﹤0.01% | 466 |
|
|
2018
Q2 | $52.1K | Buy |
1,715
+425
| +33% | +$12.2K | ﹤0.01% | 425 |
|
|
2018
Q1 | $35.9K | Buy |
+1,290
| New | +$34.8K | ﹤0.01% | 459 |
|
Other funds holding EXC
VCM
VPM
Bartlett & Co Wealth Management's EXC Position: Q1 2026 in Review
Bartlett & Co Wealth Management reduced its Exelon (EXC) stake by 8.9% in Q1 2026, selling an estimated $1.4K and leaving 306 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #870.
Bartlett & Co Wealth Management first reported a position in EXC in Q1 2018 and has held it in 32 quarters since. The position peaked at $87K in Q1 2022. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.
- Bartlett & Co Wealth Management held 306 shares of Exelon worth $14.3K as of Q1 2026.
- Bartlett & Co Wealth Management sold 30 Exelon shares in Q1 2026, an estimated $1.4K.
- Exelon made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #870 holding.
- Bartlett & Co Wealth Management first reported a position in Exelon in Q1 2018 and has held it in 32 quarters since.
- Bartlett & Co Wealth Management's Exelon position peaked at $87K in Q1 2022.
- 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.