Checchi Capital Advisers’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 | $565K | Buy |
12,110
+474
| +4% | +$21.9K | 0.03% | 335 |
|
|
2026
Q1 | $570K | Buy |
11,636
+1,462
| +14% | +$68K | 0.03% | 327 |
|
|
2025
Q4 | $443K | Sell |
10,174
-89
| -0.9% | -$4.06K | 0.02% | 353 |
|
|
2025
Q3 | $462K | Sell |
10,263
-506
| -5% | -$22.2K | 0.02% | 346 |
|
|
2025
Q2 | $468K | Sell |
10,769
-20
| -0.2% | -$890 | 0.03% | 352 |
|
|
2025
Q1 | $497K | Buy |
10,789
+839
| +8% | +$35.1K | 0.03% | 335 |
|
|
2024
Q4 | $375K | Sell |
9,950
-693
| -7% | -$26.9K | 0.02% | 389 |
|
|
2024
Q3 | $432K | Sell |
10,643
-795
| -7% | -$29.9K | 0.02% | 366 |
|
|
2024
Q2 | $396K | Sell |
11,438
-1,313
| -10% | -$48.5K | 0.02% | 376 |
|
|
2024
Q1 | $479K | Buy |
12,751
+1,064
| +9% | +$38K | 0.04% | 335 |
|
|
2023
Q4 | $420K | Sell |
11,687
-1,215
| -9% | -$46.8K | 0.03% | 344 |
|
|
2023
Q3 | $488K | Sell |
12,902
-144
| -1% | -$5.87K | 0.05% | 293 |
|
|
2023
Q2 | $531K | Buy |
13,046
+706
| +6% | +$29.2K | 0.05% | 281 |
|
|
2023
Q1 | $517K | Sell |
12,340
-306
| -2% | -$12.8K | 0.05% | 282 |
|
|
2022
Q4 | $547K | Sell |
12,646
-638
| -5% | -$25.2K | 0.06% | 252 |
|
|
2022
Q3 | $498K | Sell |
13,284
-28
| -0.2% | -$1.24K | 0.05% | 269 |
|
|
2022
Q2 | $619K | Buy |
13,312
+1,893
| +17% | +$89K | 0.05% | 249 |
|
|
2022
Q1 | $544K | Sell |
11,419
-2,817
| -20% | -$119K | 0.05% | 246 |
|
|
2021
Q4 | $586K | Buy |
14,236
+234
| +2% | +$8.81K | 0.05% | 230 |
|
|
2021
Q3 | $483K | Buy |
14,002
+314
| +2% | +$10.7K | 0.05% | 252 |
|
|
2021
Q2 | $433K | Buy |
13,688
+449
| +3% | +$14.5K | 0.04% | 274 |
|
|
2021
Q1 | $413K | Buy |
13,239
+171
| +1% | +$5.14K | 0.04% | 274 |
|
|
2020
Q4 | $394K | Buy |
13,068
+669
| +5% | +$19.7K | 0.04% | 275 |
|
|
2020
Q3 | $316K | Sell |
12,399
-128
| -1% | -$3.39K | 0.04% | 294 |
|
|
2020
Q2 | $324K | Sell |
12,527
-126
| -1% | -$3.35K | 0.04% | 283 |
|
|
2020
Q1 | $332K | Buy |
12,653
+1,925
| +18% | +$60.5K | 0.03% | 237 |
|
|
2019
Q4 | $349K | Sell |
10,728
-1,185
| -10% | -$38.4K | 0.05% | 266 |
|
|
2019
Q3 | $411K | Buy |
11,913
+956
| +9% | +$32.1K | 0.05% | 235 |
|
|
2019
Q2 | $375K | Sell |
10,957
-1
| -0% | -$35 | 0.05% | 256 |
|
|
2019
Q1 | $392K | Sell |
10,958
-499
| -4% | -$17K | 0.05% | 231 |
|
|
2018
Q4 | $369K | Sell |
11,457
-1,680
| -13% | -$53.7K | 0.05% | 221 |
|
|
2018
Q3 | $409K | Buy |
13,137
+1,411
| +12% | +$43.4K | 0.05% | 253 |
|
|
2018
Q2 | $356K | Buy |
11,726
+870
| +8% | +$24.9K | 0.04% | 260 |
|
|
2018
Q1 | $302K | Buy |
10,856
+234
| +2% | +$6.32K | 0.04% | 294 |
|
|
2017
Q4 | $299K | Buy |
10,622
+59
| +0.6% | +$1.7K | 0.04% | 299 |
|
|
2017
Q3 | $284K | Buy |
10,563
+403
| +4% | +$10.8K | 0.03% | 290 |
|
|
2017
Q2 | $261K | Sell |
10,160
-412
| -4% | -$10.5K | 0.03% | 311 |
|
|
2017
Q1 | $271K | Sell |
10,572
-1,262
| -11% | -$32.2K | 0.03% | 310 |
|
|
2016
Q4 | $300K | Buy |
11,834
+95
| +0.8% | +$2.25K | 0.04% | 271 |
|
|
2016
Q3 | $279K | Buy |
11,739
+1,852
| +19% | +$46.5K | 0.03% | 271 |
|
|
2016
Q2 | $256K | Sell |
9,887
-1,522
| -13% | -$37.6K | 0.03% | 276 |
|
|
2016
Q1 | $292K | Buy |
+11,409
| New | +$256K | 0.06% | 245 |
|
|
2015
Q4 | – | Sell |
-11,960
| Closed | -$253K | – | 367 |
|
|
2015
Q3 | $253K | Buy |
11,960
+790
| +7% | +$17.8K | 0.07% | 256 |
|
|
2015
Q2 | $250K | Buy |
11,170
+1,165
| +12% | +$27.9K | 0.07% | 282 |
|
|
2015
Q1 | $240K | Buy |
10,005
+1,195
| +14% | +$29.6K | 0.07% | 278 |
|
|
2014
Q4 | $233K | Buy |
+8,810
| New | +$226K | 0.09% | 253 |
|
Other funds holding EXC
AP
OTPPB
Checchi Capital Advisers's EXC Position: Q2 2026 in Review
Checchi Capital Advisers increased its Exelon (EXC) stake by 4.1% in Q2 2026, buying an estimated $21.9K and bringing the position to 12,110 shares worth $565K. The position accounts for 0.03% of the portfolio, ranked #335.
Checchi Capital Advisers first reported a position in EXC in Q4 2014 and has held it in 46 quarters since. The position peaked at $619K in Q2 2022. 758 funds tracked by Wall St. Rank hold EXC as of Q2 2026.
- Checchi Capital Advisers held 12,110 shares of Exelon worth $565K as of Q2 2026.
- Checchi Capital Advisers bought 474 Exelon shares in Q2 2026, an estimated $21.9K.
- Exelon made up 0.03% of Checchi Capital Advisers's portfolio in Q2 2026, its #335 holding.
- Checchi Capital Advisers first reported a position in Exelon in Q4 2014 and has held it in 46 quarters since.
- Checchi Capital Advisers's Exelon position peaked at $619K in Q2 2022.
- 758 funds tracked by Wall St. Rank held Exelon as of Q2 2026.
Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.