BIA
EXC icon

Bell Investment Advisors’s Exelon EXC Stock Holding History

Bell Investment 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
Q2 		$23.4K Sell
501
-39
-7% -$1.8K ﹤0.01% 431
2026
Q1 		$26.5K Buy
540
+287
+113% +$13.3K ﹤0.01% 374
2025
Q4 		$11K Buy
253
+26
+11% +$1.19K ﹤0.01% 659
2025
Q3 		$10.2K Sell
227
-166
-42% -$7.29K ﹤0.01% 640
2025
Q2 		$17.1K Buy
393
+49
+14% +$2.18K ﹤0.01% 473
2025
Q1 		$15.9K Buy
344
+64
+23% +$2.67K ﹤0.01% 455
2024
Q4 		$10.5K Buy
280
+42
+18% +$1.63K ﹤0.01% 582
2024
Q3 		$9.65K Sell
238
-13
-5% -$489 ﹤0.01% 641
2024
Q2 		$8.69K Sell
251
-1
-0.4% -$37 ﹤0.01% 668
2024
Q1 		$9.47K Buy
252
+8
+3% +$286 ﹤0.01% 611
2023
Q4 		$8.76K Sell
244
-124
-34% -$4.78K ﹤0.01% 613
2023
Q3 		$13.9K Buy
368
+102
+38% +$4.16K ﹤0.01% 394
2023
Q2 		$10.8K Sell
266
-24
-8% -$992 ﹤0.01% 482
2023
Q1 		$12.1K Buy
290
+71
+32% +$2.96K ﹤0.01% 423
2022
Q4 		$9.47K Buy
219
+97
+80% +$3.83K ﹤0.01% 503
2022
Q3 		$5K Sell
122
-12
-9% -$531 ﹤0.01% 668
2022
Q2 		$6K Buy
+134
New +$6.3K ﹤0.01% 618
2021
Q4 		$17K Sell
415
-212
-34% -$7.98K ﹤0.01% 346
2021
Q3 		$22K Buy
+627
New +$21.4K 0.01% 264

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Bell Investment Advisors's EXC Position: Q2 2026 in Review

Bell Investment Advisors reduced its Exelon (EXC) stake by 7.2% in Q2 2026, selling an estimated $1.8K and leaving 501 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Bell Investment Advisors first reported a position in EXC in Q3 2021 and has held it in 19 quarters since. The position peaked at $26.5K in Q1 2026. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Bell Investment Advisors held 501 shares of Exelon worth $23.4K as of Q2 2026.
  • Bell Investment Advisors sold 39 Exelon shares in Q2 2026, an estimated $1.8K.
  • Exelon made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #431 holding.
  • Bell Investment Advisors first reported a position in Exelon in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Exelon position peaked at $26.5K in Q1 2026.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.