Carson Wealth (CWM LLC)’s Exelon EXC Stock Holding History

Carson Wealth (CWM LLC)’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	$2.33M	Buy	47,431 +1,842	+4%	+$85.7K	0.01%	1141
2025 Q4	$1.99M	Buy	45,589 +8,624	+23%	+$394K	0.01%	1154
2025 Q3	$1.66M	Buy	36,965 +3,040	+9%	+$134K	0.01%	1168
2025 Q2	$1.47M	Buy	33,925 +150	+0.4%	+$6.68K	0.01%	1070
2025 Q1	$1.56M	Buy	33,775 +226	+0.7%	+$9.45K	0.01%	927
2024 Q4	$1.26M	Sell	33,549 -4,828	-13%	-$187K	0.01%	956
2024 Q3	$1.56M	Buy	38,377 +379	+1%	+$14.3K	0.01%	815
2024 Q2	$1.31M	Buy	37,998 +10,003	+36%	+$369K	0.01%	770
2024 Q1	$1.05M	Sell	27,995 -1,290	-4%	-$46.1K	0.01%	829
2023 Q4	$1.05M	Buy	29,285 +176	+0.6%	+$6.78K	0.01%	787
2023 Q3	$1.1M	Sell	29,109 -1,761	-6%	-$71.8K	0.01%	707
2023 Q2	$1.26M	Buy	30,870 +3,446	+13%	+$142K	0.01%	627
2023 Q1	$1.15M	Buy	27,424 +5,637	+26%	+$235K	0.01%	628
2022 Q4	$942K	Sell	21,787 -1,659	-7%	-$65.5K	0.01%	635
2022 Q3	$878K	Buy	23,446 +5,569	+31%	+$246K	0.01%	589
2022 Q2	$810K	Buy	17,877 +2,960	+20%	+$139K	0.01%	612
2022 Q1	$710K	Sell	14,917 -6,022	-29%	-$255K	0.01%	638
2021 Q4	$863K	Buy	+20,939	New	+$789K	0.01%	605
2021 Q2	$594K	Hold	18,794	–	–	﹤0.01%	647
2021 Q1	$594K	Hold	18,794	–	–	﹤0.01%	647
2020 Q4	$594K	Hold	18,794	–	–	﹤0.01%	647
2020 Q3	$594K	Hold	18,794	–	–	﹤0.01%	647
2020 Q2	$594K	Hold	18,794	–	–	﹤0.01%	647
2020 Q1	$594K	Hold	18,794	–	–	﹤0.01%	647
2019 Q4	$594K	Hold	18,794	–	–	﹤0.01%	647
2019 Q3	$594K	Hold	18,794	–	–	﹤0.01%	647
2019 Q2	$594K	Hold	18,794	–	–	﹤0.01%	647
2019 Q1	$594K	Sell	18,794 -95,170	-84%	-$3.24M	﹤0.01%	647
2018 Q4	$3.67M	Buy	113,964 +110,244	+2,964%	+$3.53M	0.09%	192
2018 Q3	$116K	Buy	3,720 +1,918	+106%	+$59K	﹤0.01%	591
2018 Q2	$55K	Buy	1,802 +153	+9%	+$4.38K	﹤0.01%	611
2018 Q1	$46K	Sell	1,649 -422	-20%	-$11.4K	﹤0.01%	571
2017 Q4	$58K	Sell	2,071 -718	-26%	-$20.6K	﹤0.01%	505
2017 Q3	$75K	Sell	2,789 -2	-0.1%	-$53	﹤0.01%	448
2017 Q2	$72K	Buy	2,791 +315	+13%	+$8.02K	﹤0.01%	423
2017 Q1	$64K	Sell	2,476 -1,168	-32%	-$29.8K	﹤0.01%	413
2016 Q4	$92K	Sell	3,644 -167	-4%	-$3.96K	0.01%	361
2016 Q3	$90K	Buy	3,811 +2,921	+328%	+$73.4K	0.01%	348
2016 Q2	$23K	Buy	890 +8	+0.9%	+$198	﹤0.01%	453
2016 Q1	$23K	Sell	882 -133,190	-99%	-$2.98M	﹤0.01%	424
2015 Q4	$2.66M	Sell	134,072 -22,714	-14%	-$460K	0.26%	114
2015 Q3	$3.32M	Sell	156,786 -30,870	-16%	-$694K	0.33%	101
2015 Q2	$4.21M	Buy	187,656 +29,309	+19%	+$702K	0.4%	95
2015 Q1	$3.8M	Sell	158,347 -29,471	-16%	-$730K	0.38%	100
2014 Q4	$4.97M	Buy	187,818 +130,019	+225%	+$3.34M	0.6%	54
2014 Q3	$1.41M	Sell	57,799 -52,398	-48%	-$1.23M	0.2%	114
2014 Q2	$2.87M	Buy	+110,197	New	+$2.81M	0.51%	61
2014 Q1	–	Sell	-40,120	Closed	-$784K	–	261
2013 Q4	$784K	Buy	40,120 +13,074	+48%	+$263K	0.12%	114
2013 Q3	$572K	Buy	+27,046	New	+$592K	0.15%	97

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EXC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Exelon (EXC) stake by 4% in Q1 2026, buying an estimated $85.7K and bringing the position to 47,431 shares worth $2.33M. The position accounts for 0.01% of the portfolio, ranked #1141.

Carson Wealth (CWM LLC) first reported a position in EXC in Q3 2013 and has held it in 49 quarters since. The position peaked at $4.97M in Q4 2014. 1,283 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Carson Wealth (CWM LLC) held 47,431 shares of Exelon worth $2.33M as of Q1 2026.
Carson Wealth (CWM LLC) bought 1,842 Exelon shares in Q1 2026, an estimated $85.7K.
Exelon made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1141 holding.
Carson Wealth (CWM LLC) first reported a position in Exelon in Q3 2013 and has held it in 49 quarters since.
Carson Wealth (CWM LLC)'s Exelon position peaked at $4.97M in Q4 2014.
1,283 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.