Blue Bell Private Wealth Management’s Exelon EXC Stock Holding History

Blue Bell Private Wealth Management’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	$484K	Sell	9,866 -19	-0.2%	-$884	0.07%	168
2025 Q4	$431K	Sell	9,885 -826	-8%	-$37.7K	0.06%	175
2025 Q3	$482K	Buy	10,711 +10,692	+56,274%	+$470K	0.07%	155
2025 Q2	$825	Sell	19 -10,692	-100%	-$476K	﹤0.01%	689
2025 Q1	$494K	Hold	10,711	–	–	0.09%	132
2024 Q4	$403K	Buy	10,711 +19	+0.2%	+$737	0.08%	140
2024 Q3	$434K	Sell	10,692 -9	-0.1%	-$338	0.08%	138
2024 Q2	$370K	Sell	10,701 -857	-7%	-$31.6K	0.08%	137
2024 Q1	$434K	Buy	11,558 +9	+0.1%	+$322	0.09%	118
2023 Q4	$415K	Buy	11,549 +10,692	+1,248%	+$412K	0.1%	110
2023 Q3	$32.4K	Sell	857 -9,734	-92%	-$397K	0.01%	308
2023 Q2	$431K	Hold	10,591	–	–	0.11%	93
2023 Q1	$444K	Hold	10,591	–	–	0.13%	85
2022 Q4	$458K	Hold	10,591	–	–	0.15%	75
2022 Q3	$397K	Hold	10,591	–	–	0.14%	74
2022 Q2	$480K	Hold	10,591	–	–	0.16%	65
2022 Q1	$504K	Buy	+10,591	New	+$449K	0.14%	64

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Blue Bell Private Wealth Management's EXC Position: Q1 2026 in Review

Blue Bell Private Wealth Management reduced its Exelon (EXC) stake by 0.19% in Q1 2026, selling an estimated $884 and leaving 9,866 shares worth $484K. The position accounts for 0.07% of the portfolio, ranked #168.

Blue Bell Private Wealth Management first reported a position in EXC in Q1 2022 and has held it in 17 quarters since. The position peaked at $504K in Q1 2022. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Blue Bell Private Wealth Management held 9,866 shares of Exelon worth $484K as of Q1 2026.
Blue Bell Private Wealth Management sold 19 Exelon shares in Q1 2026, an estimated $884.
Exelon made up 0.07% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #168 holding.
Blue Bell Private Wealth Management first reported a position in Exelon in Q1 2022 and has held it in 17 quarters since.
Blue Bell Private Wealth Management's Exelon position peaked at $504K in Q1 2022.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.