Capital Wealth Planning’s Exelon EXC Stock Holding History

Capital Wealth Planning’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	$6.84M	Buy	+139,497	New	+$6.49M	0.04%	103
2022 Q1	–	Sell	-5,510	Closed	-$227K	–	102
2021 Q4	$227K	Buy	+5,510	New	+$208K	0.01%	98
2020 Q3	–	Sell	-9,225	Closed	-$239K	–	102
2020 Q2	$239K	Sell	9,225 -474	-5%	-$12.6K	0.01%	94
2020 Q1	$255K	Buy	9,699 +1,307	+16%	+$41.1K	0.02%	184
2019 Q4	$273K	Hold	8,392	–	–	0.02%	158
2019 Q3	$276K	Hold	8,392	–	–	0.02%	195
2019 Q2	$287K	Buy	+8,392	New	+$296K	0.02%	186
2018 Q2	–	Sell	-7,332	Closed	-$204K	–	98
2018 Q1	$204K	Buy	+7,332	New	+$198K	0.14%	70
2017 Q3	–	Sell	-6,458	Closed	-$166K	–	167
2017 Q2	$166K	Buy	+6,458	New	+$164K	0.03%	102
2015 Q1	–	Sell	-48,341	Closed	-$1.28M	–	134
2014 Q4	$1.28M	Buy	+48,341	New	+$1.24M	0.6%	38

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

Capital Wealth Planning's EXC Position: Q1 2026 in Review

Capital Wealth Planning opened a new position in Exelon (EXC) in Q1 2026: 139,497 shares worth $6.84M. The stake represents 0.04% of the portfolio and ranks #103 among its holdings. This is a return to the name: Capital Wealth Planning previously reported a position in EXC as recently as Q4 2021.

Capital Wealth Planning first reported a position in EXC in Q4 2014 and has held it in 10 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Capital Wealth Planning held 139,497 shares of Exelon worth $6.84M as of Q1 2026.
Exelon was a new Capital Wealth Planning position in Q1 2026.
Exelon made up 0.04% of Capital Wealth Planning's portfolio in Q1 2026, its #103 holding.
Capital Wealth Planning first reported a position in Exelon in Q4 2014 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 Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.