Cary Street Partners Investment Advisory’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$103K Buy
2,214
+523
+31% +$24.2K 0.02% 491
2026
Q1
$82.9K Buy
1,691
+154
+10% +$7.16K 0.02% 484
2025
Q4
$67K Buy
+1,537
New +$70.1K 0.02% 480
2023
Q4
Sell
-2,238
Closed -$84.6K 991
2023
Q3
$84.6K Buy
2,238
+119
+6% +$4.85K ﹤0.01% 748
2023
Q2
$86.3K Sell
2,119
-198
-9% -$8.19K 0.01% 697
2023
Q1
$97.1K Buy
2,317
+313
+16% +$13K 0.01% 598
2022
Q4
$86.6K Buy
+2,004
New +$79.2K 0.01% 617
2021
Q4
Sell
-9,992
Closed -$345K 260
2021
Q3
$345K Buy
+9,992
New +$341K 0.11% 172
2021
Q2
Sell
-58,619
Closed -$42K 324
2021
Q1
$42K Buy
+58,619
New +$1.76M 0.02% 271

Other funds holding EXC

Cary Street Partners Investment Advisory's EXC Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Exelon (EXC) stake by 31% in Q2 2026, buying an estimated $24.2K and bringing the position to 2,214 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #491.

Cary Street Partners Investment Advisory first reported a position in EXC in Q1 2021 and has held it in 9 quarters since. The position peaked at $345K in Q3 2021. 922 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Cary Street Partners Investment Advisory held 2,214 shares of Exelon worth $103K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 523 Exelon shares in Q2 2026, an estimated $24.2K.
  • Exelon made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #491 holding.
  • Cary Street Partners Investment Advisory first reported a position in Exelon in Q1 2021 and has held it in 9 quarters since.
  • Cary Street Partners Investment Advisory's Exelon position peaked at $345K in Q3 2021.
  • 922 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.