Cambridge Investment Research Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.5M | Sell |
213,252
-8,456
| -4% | -$393K | 0.03% | 601 |
|
|
2025
Q4 | $9.66M | Buy |
221,708
+17,283
| +8% | +$789K | 0.03% | 599 |
|
|
2025
Q3 | $9.2M | Buy |
204,425
+31,217
| +18% | +$1.37M | 0.03% | 598 |
|
|
2025
Q2 | $7.52M | Buy |
173,208
+14,383
| +9% | +$640K | 0.02% | 666 |
|
|
2025
Q1 | $7.32M | Buy |
158,825
+9,236
| +6% | +$386K | 0.02% | 623 |
|
|
2024
Q4 | $5.63M | Buy |
149,589
+27,230
| +22% | +$1.06M | 0.02% | 741 |
|
|
2024
Q3 | $4.96M | Sell |
122,359
-3,484
| -3% | -$131K | 0.02% | 799 |
|
|
2024
Q2 | $4.36M | Buy |
125,843
+3,025
| +2% | +$112K | 0.02% | 829 |
|
|
2024
Q1 | $4.61M | Sell |
122,818
-18,768
| -13% | -$671K | 0.02% | 793 |
|
|
2023
Q4 | $5.08M | Buy |
141,586
+7,215
| +5% | +$278K | 0.02% | 698 |
|
|
2023
Q3 | $5.08M | Buy |
134,371
+10,006
| +8% | +$408K | 0.02% | 638 |
|
|
2023
Q2 | $5.07M | Buy |
124,365
+9,940
| +9% | +$411K | 0.02% | 652 |
|
|
2023
Q1 | $4.79M | Buy |
114,425
+4,726
| +4% | +$197K | 0.02% | 650 |
|
|
2022
Q4 | $4.74M | Sell |
109,699
-2,645
| -2% | -$104K | 0.02% | 623 |
|
|
2022
Q3 | $4.21M | Buy |
112,344
+1,755
| +2% | +$77.6K | 0.02% | 642 |
|
|
2022
Q2 | $5.01M | Buy |
110,589
+2,071
| +2% | +$97.4K | 0.03% | 586 |
|
|
2022
Q1 | $5.17M | Sell |
108,518
-24,797
| -19% | -$1.05M | 0.02% | 615 |
|
|
2021
Q4 | $5.49M | Buy |
133,315
+3,793
| +3% | +$143K | 0.02% | 601 |
|
|
2021
Q3 | $4.47M | Sell |
129,522
-3,118
| -2% | -$107K | 0.02% | 658 |
|
|
2021
Q2 | $4.19M | Sell |
132,640
-4,544
| -3% | -$146K | 0.02% | 710 |
|
|
2021
Q1 | $4.28M | Sell |
137,184
-520
| -0.4% | -$15.6K | 0.02% | 626 |
|
|
2020
Q4 | $4.15M | Sell |
137,704
-25,943
| -16% | -$766K | 0.02% | 594 |
|
|
2020
Q3 | $4.17M | Buy |
163,647
+4,718
| +3% | +$125K | 0.03% | 524 |
|
|
2020
Q2 | $4.11M | Buy |
158,929
+7,618
| +5% | +$202K | 0.03% | 502 |
|
|
2020
Q1 | $3.97M | Sell |
151,311
-18,780
| -11% | -$591K | 0.04% | 435 |
|
|
2019
Q4 | $5.53M | Buy |
170,091
+29,560
| +21% | +$957K | 0.04% | 427 |
|
|
2019
Q3 | $4.84M | Sell |
140,531
-19,496
| -12% | -$655K | 0.04% | 420 |
|
|
2019
Q2 | $5.47M | Buy |
160,027
+6,717
| +4% | +$237K | 0.05% | 357 |
|
|
2019
Q1 | $5.48M | Sell |
153,310
-15,810
| -9% | -$538K | 0.05% | 343 |
|
|
2018
Q4 | $5.44M | Sell |
169,120
-9,547
| -5% | -$305K | 0.06% | 296 |
|
|
2018
Q3 | $5.56M | Buy |
178,667
+17,081
| +11% | +$526K | 0.05% | 339 |
|
|
2018
Q2 | $4.91M | Sell |
161,586
-16,729
| -9% | -$479K | 0.05% | 337 |
|
|
2018
Q1 | $4.96M | Buy |
178,315
+33,364
| +23% | +$901K | 0.06% | 321 |
|
|
2017
Q4 | $4.08M | Buy |
144,951
+8,991
| +7% | +$258K | 0.05% | 359 |
|
|
2017
Q3 | $3.65M | Buy |
135,960
+13,687
| +11% | +$366K | 0.05% | 337 |
|
|
2017
Q2 | $3.15M | Sell |
122,273
-6,168
| -5% | -$157K | 0.05% | 372 |
|
|
2017
Q1 | $3.3M | Sell |
128,441
-26,961
| -17% | -$687K | 0.06% | 317 |
|
|
2016
Q4 | $3.93M | Sell |
155,402
-6,936
| -4% | -$164K | 0.07% | 253 |
|
|
2016
Q3 | $3.85M | Buy |
162,338
+10,381
| +7% | +$261K | 0.07% | 268 |
|
|
2016
Q2 | $3.94M | Buy |
151,957
+35,229
| +30% | +$871K | 0.08% | 229 |
|
|
2016
Q1 | $2.99M | Buy |
116,728
+17,022
| +17% | +$381K | 0.07% | 278 |
|
|
2015
Q4 | $1.98M | Sell |
99,706
-9,187
| -8% | -$186K | 0.05% | 357 |
|
|
2015
Q3 | $2.31M | Buy |
108,893
+19,973
| +22% | +$449K | 0.07% | 279 |
|
|
2015
Q2 | $1.99M | Sell |
88,920
-5,760
| -6% | -$138K | 0.06% | 313 |
|
|
2015
Q1 | $2.27M | Sell |
94,680
-566
| -0.6% | -$14K | 0.06% | 284 |
|
|
2014
Q4 | $2.52M | Sell |
95,246
-15,087
| -14% | -$387K | 0.08% | 246 |
|
|
2014
Q3 | $2.68M | Sell |
110,333
-6,292
| -5% | -$147K | 0.08% | 249 |
|
|
2014
Q2 | $3.04M | Buy |
116,625
+673
| +0.6% | +$17.2K | 0.11% | 186 |
|
|
2014
Q1 | $2.78M | Buy |
115,952
+8,800
| +8% | +$185K | 0.1% | 182 |
|
|
2013
Q4 | $2.09M | Sell |
107,152
-3,785
| -3% | -$76.2K | 0.09% | 222 |
|
|
2013
Q3 | $2.35M | Buy |
110,937
+7,049
| +7% | +$154K | 0.1% | 193 |
|
|
2013
Q2 | $2.29M | Buy |
+103,888
| New | +$2.52M | 0.12% | 177 |
|
Other funds holding EXC
VCM
VPM
Cambridge Investment Research Advisors's EXC Position: Q1 2026 in Review
Cambridge Investment Research Advisors reduced its Exelon (EXC) stake by 3.8% in Q1 2026, selling an estimated $393K and leaving 213,252 shares worth $10.5M. The position accounts for 0.03% of the portfolio, ranked #601.
Cambridge Investment Research Advisors first reported a position in EXC in Q2 2013 and has held it in 52 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.
- Cambridge Investment Research Advisors held 213,252 shares of Exelon worth $10.5M as of Q1 2026.
- Cambridge Investment Research Advisors sold 8,456 Exelon shares in Q1 2026, an estimated $393K.
- Exelon made up 0.03% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #601 holding.
- Cambridge Investment Research Advisors first reported a position in Exelon in Q2 2013 and has held it in 52 quarters since.
- 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.
Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.