CF
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Centaurus Financial’s Exelon EXC Stock Holding History

Centaurus Financial’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
Q2 		– Sell
-2,127
Closed -$104K – 1124
2026
Q1 		$104K Buy
+2,127
New +$98.9K ﹤0.01% 1021
2025
Q3 		– Sell
-4,635
Closed -$201K – 1048
2025
Q2 		$201K Buy
+4,635
New +$206K 0.01% 719
2022
Q4 		– Sell
-3,154
Closed -$118K – 858
2022
Q3 		$118K Buy
3,154
+934
+42% +$41.3K 0.01% 750
2022
Q2 		$101K Sell
2,220
-1,100
-33% -$51.7K 0.01% 803
2022
Q1 		$158K Sell
3,320
-1,558
-32% -$66K 0.01% 729
2021
Q4 		$201K Buy
4,878
+1,345
+38% +$50.7K 0.02% 677
2021
Q3 		$122K Sell
3,533
-421
-11% -$14.4K 0.01% 801
2021
Q2 		$125K Sell
3,954
-140
-3% -$4.51K 0.01% 796
2021
Q1 		$128K Hold
4,094
– – 0.01% 724
2020
Q4 		$123K Sell
4,094
-561
-12% -$16.6K 0.01% 689
2020
Q3 		$119K Buy
4,655
+729
+19% +$19.3K 0.02% 578
2020
Q2 		$102K Sell
3,926
-58
-1% -$1.54K 0.02% 597
2020
Q1 		$105K Sell
3,984
-1,604
-29% -$50.4K 0.02% 479
2019
Q4 		$182K Buy
+5,588
New +$181K 0.03% 477
2019
Q3 		– Sell
-5,367
Closed -$184K – 490
2019
Q2 		$184K Buy
5,367
+39
+0.7% +$1.38K 0.03% 443
2019
Q1 		$190K Buy
5,328
+1,122
+27% +$38.2K 0.03% 416
2018
Q4 		$135K Hold
4,206
– – 0.03% 403
2018
Q3 		$131K Sell
4,206
-4,053
-49% -$125K 0.02% 460
2018
Q2 		$251K Buy
+8,259
New +$236K 0.03% 462

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Centaurus Financial's EXC Position: Q2 2026 in Review

Centaurus Financial sold out of Exelon (EXC) in Q2 2026, closing a stake of 2,127 shares — an estimated $104K sold.

Centaurus Financial first reported a position in EXC in Q2 2018 and held it in 19 quarters. The position peaked at $251K in Q2 2018. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Centaurus Financial reported no remaining Exelon position as of Q2 2026 after selling out during the quarter.
  • Centaurus Financial sold 2,127 Exelon shares in Q2 2026, an estimated $104K.
  • Centaurus Financial first reported a position in Exelon in Q2 2018 and held it in 19 quarters.
  • Centaurus Financial's Exelon position peaked at $251K in Q2 2018.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.