Cedar Wealth Management’s Exelon EXC Stock Holding History

Cedar Wealth Management’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	–	Sell	-22	Closed	-$959	–	142
2025 Q4	$959	Hold	22	–	–	﹤0.01%	228
2025 Q3	$990	Hold	22	–	–	﹤0.01%	240
2025 Q2	$955	Hold	22	–	–	﹤0.01%	227
2025 Q1	$1.01K	Hold	22	–	–	﹤0.01%	185
2024 Q4	$828	Hold	22	–	–	﹤0.01%	189
2024 Q3	$892	Hold	22	–	–	﹤0.01%	259
2024 Q2	$761	Hold	22	–	–	﹤0.01%	297
2024 Q1	$827	Sell	22 -11	-33%	-$393	﹤0.01%	336
2023 Q4	$1.19K	Hold	33	–	–	﹤0.01%	269
2023 Q3	$1.25K	Hold	33	–	–	﹤0.01%	273
2023 Q2	$1.34K	Hold	33	–	–	﹤0.01%	286
2023 Q1	$1.38K	Hold	33	–	–	﹤0.01%	283
2022 Q4	$1.43K	Hold	33	–	–	﹤0.01%	280
2022 Q3	$1K	Sell	33 -11	-25%	-$486	﹤0.01%	318
2022 Q2	$2K	Hold	44	–	–	﹤0.01%	316
2022 Q1	$2K	Sell	44 -18	-29%	-$763	﹤0.01%	348
2021 Q4	$3K	Buy	+62	New	+$2.33K	﹤0.01%	334

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 $2.3T AUM 54.33% 1-Year Est. Return

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

Cedar Wealth Management's EXC Position: Q1 2026 in Review

Cedar Wealth Management sold out of Exelon (EXC) in Q1 2026, closing a stake of 22 shares — an estimated $959 sold.

Cedar Wealth Management first reported a position in EXC in Q4 2021 and held it in 17 quarters. The position peaked at $3K in Q4 2021. 1,285 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Cedar Wealth Management reported no remaining Exelon position as of Q1 2026 after selling out during the quarter.
Cedar Wealth Management sold 22 Exelon shares in Q1 2026, an estimated $959.
Cedar Wealth Management first reported a position in Exelon in Q4 2021 and held it in 17 quarters.
Cedar Wealth Management's Exelon position peaked at $3K in Q4 2021.
1,285 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.