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C.M. Bidwell & Associates’s Exelon EXC Stock Holding History

C.M. Bidwell & Associates’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 		$233K Sell
4,761
-29
-0.6% -$1.35K 0.11% 123
2025
Q4 		$209K Sell
4,790
-155
-3% -$7.07K 0.1% 131
2025
Q3 		$223K Sell
4,945
-313
-6% -$13.7K 0.11% 120
2025
Q2 		$228K Sell
5,258
-262
-5% -$11.7K 0.12% 119
2025
Q1 		$254K Sell
5,520
-155
-3% -$6.48K 0.15% 102
2024
Q4 		$214K Sell
5,675
-130
-2% -$5.04K 0.13% 115
2024
Q3 		$235K Buy
+5,805
New +$218K 0.14% 106
2022
Q4 		– Sell
-2,356
Closed -$88K – 511
2022
Q3 		$88K Hold
2,356
– – 0.07% 227
2022
Q2 		$107K Sell
2,356
-7
-0.3% -$329 0.08% 208
2022
Q1 		$113K Sell
2,363
-1,076
-31% -$45.6K 0.07% 223
2021
Q4 		$142K Sell
3,439
-24
-0.7% -$904 0.09% 211
2021
Q3 		$119K Hold
3,463
– – 0.08% 230
2021
Q2 		$109K Buy
3,463
+80
+2% +$2.58K 0.07% 242
2021
Q1 		$106K Buy
+3,383
New +$102K 0.08% 234
2017
Q2 		– Sell
-145,338
Closed -$3.73M – 339
2017
Q1 		$3.73M Buy
+145,338
New +$3.7M 0.84% 60
2016
Q4 		– Sell
-9,288
Closed -$221K – 257
2016
Q3 		$221K Buy
9,288
+8,748
+1,620% +$220K 0.05% 152
2016
Q2 		$14K Hold
540
– – ﹤0.01% 224
2016
Q1 		$14K Hold
540
– – ﹤0.01% 233
2015
Q4 		$11K Buy
+540
New +$10.9K ﹤0.01% 221
2014
Q4 		– Sell
-91,130
Closed -$2.22M – 222
2014
Q3 		$2.22M Hold
91,130
– – 0.52% 83
2014
Q2 		$2.37M Hold
91,130
– – 0.54% 87
2014
Q1 		$2.18M Sell
91,130
-140
-0.2% -$2.95K 0.52% 83
2013
Q4 		$1.78M Sell
91,270
-330
-0.4% -$6.64K 0.44% 84
2013
Q3 		$1.94M Sell
91,600
-203
-0.2% -$4.44K 0.53% 87
2013
Q2 		$2.02M Buy
+91,803
New +$2.23M 0.59% 81

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

C.M. Bidwell & Associates's EXC Position: Q1 2026 in Review

C.M. Bidwell & Associates reduced its Exelon (EXC) stake by 0.61% in Q1 2026, selling an estimated $1.35K and leaving 4,761 shares worth $233K. The position accounts for 0.11% of the portfolio, ranked #123.

C.M. Bidwell & Associates first reported a position in EXC in Q2 2013 and has held it in 25 quarters since. The position peaked at $3.73M in Q1 2017. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • C.M. Bidwell & Associates held 4,761 shares of Exelon worth $233K as of Q1 2026.
  • C.M. Bidwell & Associates sold 29 Exelon shares in Q1 2026, an estimated $1.35K.
  • Exelon made up 0.11% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #123 holding.
  • C.M. Bidwell & Associates first reported a position in Exelon in Q2 2013 and has held it in 25 quarters since.
  • C.M. Bidwell & Associates's Exelon position peaked at $3.73M in Q1 2017.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.