Burney Company’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $779K | Sell |
16,703
-179
| -1% | -$8.28K | 0.02% | 395 |
|
|
2026
Q1 | $828K | Sell |
16,882
-12,334
| -42% | -$574K | 0.03% | 364 |
|
|
2025
Q4 | $1.27M | Sell |
29,216
-918
| -3% | -$41.9K | 0.04% | 301 |
|
|
2025
Q3 | $1.36M | Sell |
30,134
-174
| -0.6% | -$7.64K | 0.04% | 277 |
|
|
2025
Q2 | $1.32M | Buy |
30,308
+526
| +2% | +$23.4K | 0.04% | 282 |
|
|
2025
Q1 | $1.37M | Sell |
29,782
-4,394
| -13% | -$184K | 0.05% | 271 |
|
|
2024
Q4 | $1.29M | Buy |
34,176
+8,928
| +35% | +$346K | 0.05% | 281 |
|
|
2024
Q3 | $1.02M | Sell |
25,248
-8,988
| -26% | -$338K | 0.04% | 321 |
|
|
2024
Q2 | $1.18M | Sell |
34,236
-153,226
| -82% | -$5.66M | 0.05% | 297 |
|
|
2024
Q1 | $7.04M | Sell |
187,462
-18,741
| -9% | -$670K | 0.27% | 96 |
|
|
2023
Q4 | $7.4M | Sell |
206,203
-6,474
| -3% | -$249K | 0.31% | 83 |
|
|
2023
Q3 | $8.04M | Sell |
212,677
-8,035
| -4% | -$327K | 0.38% | 68 |
|
|
2023
Q2 | $8.99M | Sell |
220,712
-59,191
| -21% | -$2.45M | 0.41% | 61 |
|
|
2023
Q1 | $11.7M | Buy |
279,903
+3,087
| +1% | +$129K | 0.58% | 42 |
|
|
2022
Q4 | $12M | Buy |
276,816
+6,408
| +2% | +$253K | 0.61% | 37 |
|
|
2022
Q3 | $10.1M | Buy |
270,408
+129,619
| +92% | +$5.73M | 0.56% | 44 |
|
|
2022
Q2 | $6.38M | Sell |
140,789
-2,028
| -1% | -$95.3K | 0.34% | 90 |
|
|
2022
Q1 | $6.8M | Sell |
142,817
-62,443
| -30% | -$2.65M | 0.31% | 97 |
|
|
2021
Q4 | $8.46M | Sell |
205,260
-3,603
| -2% | -$136K | 0.37% | 82 |
|
|
2021
Q3 | $7.2M | Sell |
208,863
-5,692
| -3% | -$195K | 0.34% | 91 |
|
|
2021
Q2 | $6.78M | Sell |
214,555
-170
| -0.1% | -$5.47K | 0.32% | 102 |
|
|
2021
Q1 | $6.7M | Sell |
214,725
-5,685
| -3% | -$171K | 0.33% | 100 |
|
|
2020
Q4 | $6.64M | Sell |
220,410
-20,019
| -8% | -$591K | 0.36% | 81 |
|
|
2020
Q3 | $6.13M | Sell |
240,429
-30,557
| -11% | -$810K | 0.38% | 76 |
|
|
2020
Q2 | $7.01M | Buy |
270,986
+2,122
| +0.8% | +$56.3K | 0.46% | 61 |
|
|
2020
Q1 | $7.06M | Sell |
268,864
-11,432
| -4% | -$360K | 0.54% | 51 |
|
|
2019
Q4 | $9.11M | Buy |
280,296
+2,233
| +0.8% | +$72.3K | 0.5% | 62 |
|
|
2019
Q3 | $9.58M | Buy |
278,063
+21,472
| +8% | +$721K | 0.57% | 53 |
|
|
2019
Q2 | $8.77M | Buy |
256,591
+25,340
| +11% | +$894K | 0.53% | 53 |
|
|
2019
Q1 | $8.27M | Buy |
231,251
+38,619
| +20% | +$1.32M | 0.51% | 53 |
|
|
2018
Q4 | $6.2M | Buy |
192,632
+1,713
| +0.9% | +$54.8K | 0.44% | 71 |
|
|
2018
Q3 | $5.95M | Buy |
190,919
+7,926
| +4% | +$244K | 0.35% | 90 |
|
|
2018
Q2 | $5.56M | Buy |
182,993
+47,917
| +35% | +$1.37M | 0.33% | 98 |
|
|
2018
Q1 | $3.76M | Buy |
135,076
+125,261
| +1,276% | +$3.38M | 0.23% | 128 |
|
|
2017
Q4 | $276K | Buy |
9,815
+1,320
| +16% | +$37.9K | 0.02% | 358 |
|
|
2017
Q3 | $227K | Buy |
+8,495
| New | +$227K | 0.01% | 370 |
|
Other funds holding EXC
Burney Company's EXC Position: Q2 2026 in Review
Burney Company reduced its Exelon (EXC) stake by 1.1% in Q2 2026, selling an estimated $8.28K and leaving 16,703 shares worth $779K. The position accounts for 0.02% of the portfolio, ranked #395.
Burney Company first reported a position in EXC in Q3 2017 and has held it in 36 quarters since. The position peaked at $12M in Q4 2022. 1,287 funds tracked by Wall St. Rank hold EXC as of Q2 2026.
- Burney Company held 16,703 shares of Exelon worth $779K as of Q2 2026.
- Burney Company sold 179 Exelon shares in Q2 2026, an estimated $8.28K.
- Exelon made up 0.02% of Burney Company's portfolio in Q2 2026, its #395 holding.
- Burney Company first reported a position in Exelon in Q3 2017 and has held it in 36 quarters since.
- Burney Company's Exelon position peaked at $12M in Q4 2022.
- 1,287 funds tracked by Wall St. Rank held Exelon as of Q2 2026.
Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.