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Beacon Pointe Advisors’s Exelon EXC Stock Holding History

Beacon Pointe 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 		$950K Buy
19,371
+3,929
+25% +$183K 0.01% 1017
2025
Q4 		$673K Buy
15,442
+635
+4% +$29K ﹤0.01% 974
2025
Q3 		$666K Buy
14,807
+1,056
+8% +$46.4K 0.01% 911
2025
Q2 		$597K Buy
13,751
+616
+5% +$27.4K 0.01% 839
2025
Q1 		$605K Buy
13,135
+198
+2% +$8.28K 0.01% 795
2024
Q4 		$487K Buy
12,937
+821
+7% +$31.8K 0.01% 841
2024
Q3 		$491K Sell
12,116
-965
-7% -$36.3K 0.01% 864
2024
Q2 		$453K Sell
13,081
-1,672
-11% -$61.7K 0.01% 907
2024
Q1 		$554K Buy
14,753
+2,169
+17% +$77.5K 0.01% 875
2023
Q4 		$452K Sell
12,584
-132
-1% -$5.08K 0.01% 934
2023
Q3 		$481K Buy
12,716
+2,416
+23% +$98.4K 0.01% 893
2023
Q2 		$420K Sell
10,300
-1,393
-12% -$57.6K 0.01% 773
2023
Q1 		$490K Buy
11,693
+1,014
+9% +$42.3K 0.01% 764
2022
Q4 		$462K Sell
10,679
-605
-5% -$23.9K 0.01% 715
2022
Q3 		$423K Sell
11,284
-1,063
-9% -$47K 0.01% 690
2022
Q2 		$559K Sell
12,347
-2,088
-14% -$98.2K 0.01% 612
2022
Q1 		$688K Buy
14,435
+3,690
+34% +$156K 0.01% 721
2021
Q4 		$443K Sell
10,745
-13
-0.1% -$490 0.01% 605
2021
Q3 		$371K Buy
10,758
+143
+1% +$4.89K 0.01% 624
2021
Q2 		$335K Buy
10,615
+4,146
+64% +$133K 0.01% 627
2021
Q1 		$202K Sell
6,469
-834
-11% -$25.1K 0.01% 506
2020
Q4 		$221K Buy
+7,303
New +$216K 0.02% 444

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

Beacon Pointe Advisors's EXC Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Exelon (EXC) stake by 25% in Q1 2026, buying an estimated $183K and bringing the position to 19,371 shares worth $950K. The position accounts for 0.01% of the portfolio, ranked #1017.

Beacon Pointe Advisors first reported a position in EXC in Q4 2020 and has held it in 22 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Beacon Pointe Advisors held 19,371 shares of Exelon worth $950K as of Q1 2026.
  • Beacon Pointe Advisors bought 3,929 Exelon shares in Q1 2026, an estimated $183K.
  • Exelon made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1017 holding.
  • Beacon Pointe Advisors first reported a position in Exelon in Q4 2020 and has held it in 22 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.