Bragg Financial Advisors’s Exelon EXC Stock Holding History

Bragg Financial 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	$1.95M	Sell	39,806 -2,832	-7%	-$132K	0.06%	187
2025 Q4	$1.86M	Sell	42,638 -5,843	-12%	-$267K	0.06%	189
2025 Q3	$2.18M	Sell	48,481 -5,918	-11%	-$260K	0.07%	176
2025 Q2	$2.36M	Sell	54,399 -2,719	-5%	-$121K	0.08%	175
2025 Q1	$2.63M	Sell	57,118 -3,167	-5%	-$132K	0.11%	156
2024 Q4	$2.27M	Sell	60,285 -8,657	-13%	-$336K	0.09%	165
2024 Q3	$2.8M	Sell	68,942 -8,033	-10%	-$302K	0.12%	153
2024 Q2	$2.66M	Sell	76,975 -40,769	-35%	-$1.5M	0.12%	149
2024 Q1	$4.42M	Sell	117,744 -8,969	-7%	-$320K	0.2%	131
2023 Q4	$4.55M	Sell	126,713 -5,935	-4%	-$229K	0.22%	126
2023 Q3	$5.01M	Sell	132,648 -6,643	-5%	-$271K	0.26%	119
2023 Q2	$5.67M	Sell	139,291 -4,227	-3%	-$175K	0.31%	111
2023 Q1	$6.01M	Sell	143,518 -3,669	-2%	-$153K	0.35%	107
2022 Q4	$6.36M	Sell	147,187 -2,535	-2%	-$100K	0.39%	104
2022 Q3	$5.61M	Sell	149,722 -7,832	-5%	-$346K	0.39%	104
2022 Q2	$7.14M	Sell	157,554 -7,762	-5%	-$365K	0.47%	90
2022 Q1	$7.87M	Sell	165,316 -56,853	-26%	-$2.41M	0.46%	89
2021 Q4	$7.66M	Hold	222,169	–	–	0.49%	81
2021 Q3	$7.66M	Buy	222,169 +4,401	+2%	+$150K	0.49%	81
2021 Q2	$6.88M	Buy	217,768 +6,147	+3%	+$198K	0.44%	90
2021 Q1	$6.6M	Buy	211,621 +9,701	+5%	+$291K	0.44%	90
2020 Q4	$6.08M	Buy	201,920 +10,091	+5%	+$298K	0.53%	72
2020 Q3	$4.89M	Buy	191,829 +12,265	+7%	+$325K	0.5%	72
2020 Q2	$4.65M	Buy	179,564 +10,512	+6%	+$279K	0.52%	68
2020 Q1	$4.44M	Buy	169,052 +8,829	+6%	+$278K	0.6%	61
2019 Q4	$5.21M	Buy	160,223 +4,818	+3%	+$156K	0.58%	61
2019 Q3	$5.36M	Buy	155,405 +1,167	+0.8%	+$39.2K	0.65%	54
2019 Q2	$5.27M	Buy	154,238 +2,748	+2%	+$97K	0.65%	52
2019 Q1	$5.42M	Buy	151,490 +2,054	+1%	+$69.9K	0.7%	49
2018 Q4	$4.81M	Buy	149,436 +2,117	+1%	+$67.7K	0.72%	49
2018 Q3	$4.59M	Buy	147,319 +1,451	+1%	+$44.6K	0.62%	57
2018 Q2	$4.43M	Buy	145,868 +3,736	+3%	+$107K	0.63%	54
2018 Q1	$3.96M	Buy	142,132 +4,676	+3%	+$126K	0.58%	61
2017 Q4	$3.86M	Buy	137,456 +2,481	+2%	+$71.3K	0.55%	67
2017 Q3	$3.63M	Buy	134,975 +1,959	+1%	+$52.4K	0.56%	67
2017 Q2	$3.42M	Buy	133,016 +1,106	+0.8%	+$28.1K	0.54%	71
2017 Q1	$3.38M	Buy	131,910 +4,641	+4%	+$118K	0.54%	76
2016 Q4	$3.22M	Buy	127,269 +6,733	+6%	+$160K	0.53%	79
2016 Q3	$2.86M	Buy	120,536 +3,099	+3%	+$77.9K	0.51%	78
2016 Q2	$3.05M	Buy	117,437 +7,220	+7%	+$179K	0.55%	73
2016 Q1	$2.82M	Buy	110,217 +4,550	+4%	+$102K	0.54%	75
2015 Q4	$2.09M	Sell	105,667 -22,236	-17%	-$451K	0.45%	88
2015 Q3	$2.71M	Buy	127,903 +6,456	+5%	+$145K	0.65%	63
2015 Q2	$2.72M	Buy	121,447 +8,701	+8%	+$208K	0.62%	65
2015 Q1	$2.7M	Buy	112,746 +5,257	+5%	+$130K	0.62%	61
2014 Q4	$2.84M	Sell	107,489 -5,036	-4%	-$129K	0.69%	55
2014 Q3	$2.74M	Buy	112,525 +4,549	+4%	+$107K	0.69%	49
2014 Q2	$2.81M	Buy	107,976 +6,168	+6%	+$157K	0.67%	50
2014 Q1	$2.44M	Buy	101,808 +3,632	+4%	+$76.5K	0.6%	63
2013 Q4	$1.92M	Buy	98,176 +2,248	+2%	+$45.2K	0.47%	85
2013 Q3	$2.03M	Buy	95,928 +5,861	+7%	+$128K	0.53%	75
2013 Q2	$1.98M	Buy	+90,067	New	+$2.18M	0.54%	69

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

Bragg Financial Advisors's EXC Position: Q1 2026 in Review

Bragg Financial Advisors reduced its Exelon (EXC) stake by 6.6% in Q1 2026, selling an estimated $132K and leaving 39,806 shares worth $1.95M. The position accounts for 0.06% of the portfolio, ranked #187.

Bragg Financial Advisors first reported a position in EXC in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.87M in Q1 2022. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Bragg Financial Advisors held 39,806 shares of Exelon worth $1.95M as of Q1 2026.
Bragg Financial Advisors sold 2,832 Exelon shares in Q1 2026, an estimated $132K.
Exelon made up 0.06% of Bragg Financial Advisors's portfolio in Q1 2026, its #187 holding.
Bragg Financial Advisors first reported a position in Exelon in Q2 2013 and has held it in 52 quarters since.
Bragg Financial Advisors's Exelon position peaked at $7.87M in Q1 2022.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

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