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Clearstead Advisors’s Exelon EXC Stock Holding History

Clearstead Advisors’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 		$579K Sell
12,414
-8,343
-40% -$386K 0.01% 708
2026
Q1 		$1.02M Buy
20,757
+10,669
+106% +$496K 0.01% 511
2025
Q4 		$440K Buy
10,088
+420
+4% +$19.2K 0.01% 691
2025
Q3 		$435K Buy
9,668
+48
+0.5% +$2.11K 0.01% 676
2025
Q2 		$418K Buy
9,620
+939
+11% +$41.8K 0.01% 655
2025
Q1 		$400K Sell
8,681
-630
-7% -$26.3K 0.01% 636
2024
Q4 		$350K Sell
9,311
-571
-6% -$22.1K 0.01% 673
2024
Q3 		$401K Buy
9,882
+157
+2% +$5.9K 0.01% 624
2024
Q2 		$337K Sell
9,725
-572
-6% -$21.1K 0.01% 638
2024
Q1 		$393K Sell
10,297
-223
-2% -$7.97K 0.02% 349
2023
Q4 		$378K Buy
10,520
+4,337
+70% +$167K 0.02% 359
2023
Q3 		$234K Buy
6,183
+2,805
+83% +$114K 0.01% 406
2023
Q2 		$138K Buy
3,378
+1,957
+138% +$80.9K 0.01% 502
2023
Q1 		$59.5K Buy
1,421
+552
+64% +$23K ﹤0.01% 624
2022
Q4 		$37.6K Buy
869
+201
+30% +$7.94K ﹤0.01% 671
2022
Q3 		$25K Sell
668
-683
-51% -$30.2K ﹤0.01% 733
2022
Q2 		$61K Sell
1,351
-616
-31% -$29K ﹤0.01% 579
2022
Q1 		$94K Sell
1,967
-781
-28% -$33.1K 0.01% 561
2021
Q4 		$113K Buy
2,748
+600
+28% +$22.6K 0.01% 505
2021
Q3 		$74K Buy
2,148
+1,038
+94% +$35.5K 0.01% 545
2021
Q2 		$35K Buy
1,110
+577
+108% +$18.6K ﹤0.01% 613
2021
Q1 		$17K Hold
533
– – ﹤0.01% 705
2020
Q4 		$16K Hold
533
– – ﹤0.01% 659
2020
Q3 		$14K Hold
533
– – ﹤0.01% 624
2020
Q2 		$14K Hold
533
– – ﹤0.01% 564
2020
Q1 		$14K Buy
+533
New +$16.8K ﹤0.01% 539

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

Clearstead Advisors's EXC Position: Q2 2026 in Review

Clearstead Advisors reduced its Exelon (EXC) stake by 40% in Q2 2026, selling an estimated $386K and leaving 12,414 shares worth $579K. The position accounts for 0.01% of the portfolio, ranked #708.

Clearstead Advisors first reported a position in EXC in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.02M in Q1 2026. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Clearstead Advisors held 12,414 shares of Exelon worth $579K as of Q2 2026.
  • Clearstead Advisors sold 8,343 Exelon shares in Q2 2026, an estimated $386K.
  • Exelon made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #708 holding.
  • Clearstead Advisors first reported a position in Exelon in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Exelon position peaked at $1.02M in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.