BTS Asset Management’s Exelon EXC Stock Holding History

BTS Asset 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	$257K	Sell	5,233 -393	-7%	-$18.3K	0.99%	27
2025 Q4	$247K	Buy	+5,626	New	+$257K	0.33%	28

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

BTS Asset Management's EXC Position: Q1 2026 in Review

BTS Asset Management reduced its Exelon (EXC) stake by 7% in Q1 2026, selling an estimated $18.3K and leaving 5,233 shares worth $257K. The position accounts for 0.99% of the portfolio, ranked #27.

BTS Asset Management first reported a position in EXC in Q4 2025 and has held it in 2 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

BTS Asset Management held 5,233 shares of Exelon worth $257K as of Q1 2026.
BTS Asset Management sold 393 Exelon shares in Q1 2026, an estimated $18.3K.
Exelon made up 0.99% of BTS Asset Management's portfolio in Q1 2026, its #27 holding.
BTS Asset Management first reported a position in Exelon in Q4 2025 and has held it in 2 quarters since.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on BTS Asset Management's 13F filing for Q1 2026, filed 13 May 2026.