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Capital Investment Advisors’s Exelon EXC Stock Holding History

Capital Investment 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 		$369K Buy
+25,846
New +$1.2M 0.01% 554
2025
Q4 		– Sell
-6,994
Closed -$319K – 749
2025
Q3 		$315K Buy
6,994
+659
+10% +$28.9K 0.01% 579
2025
Q2 		$275K Buy
6,335
+1,644
+35% +$73.2K ﹤0.01% 595
2025
Q1 		$216K Buy
+4,691
New +$196K ﹤0.01% 615
2024
Q2 		– Sell
-6,635
Closed -$249K – 655
2024
Q1 		$249K Buy
+6,635
New +$237K 0.01% 532
2023
Q4 		– Sell
-5,303
Closed -$200K – 633
2023
Q3 		$200K Buy
+5,303
New +$216K 0.01% 549
2019
Q4 		– Sell
-6,344
Closed -$219K – 521
2019
Q3 		$219K Sell
6,344
-882
-12% -$29.6K 0.01% 450
2019
Q2 		$247K Buy
+7,226
New +$255K 0.01% 422
2019
Q1 		– Sell
-7,297
Closed -$235K – 497
2018
Q4 		$235K Buy
+7,297
New +$233K 0.02% 414
2017
Q4 		– Sell
-7,471
Closed -$201K – 490
2017
Q3 		$201K Buy
+7,471
New +$200K 0.01% 436

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

Capital Investment Advisors's EXC Position: Q1 2026 in Review

Capital Investment Advisors opened a new position in Exelon (EXC) in Q1 2026: 25,846 shares worth $369K. The stake represents 0.01% of the portfolio and ranks #554 among its holdings. This is a return to the name: Capital Investment Advisors previously reported a position in EXC as recently as Q3 2025.

Capital Investment Advisors first reported a position in EXC in Q3 2017 and has held it in 10 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Capital Investment Advisors held 25,846 shares of Exelon worth $369K as of Q1 2026.
  • Exelon was a new Capital Investment Advisors position in Q1 2026.
  • Exelon made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #554 holding.
  • Capital Investment Advisors first reported a position in Exelon in Q3 2017 and has held it in 10 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.