Clearwater Capital Advisors’s Exelon EXC Stock Holding History

Clearwater Capital 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 Q1	$254K	Hold	5,180	–	–	0.02%	154
2025 Q4	$226K	Hold	5,180	–	–	0.02%	154
2025 Q3	$233K	Hold	5,180	–	–	0.02%	157
2025 Q2	$225K	Hold	5,180	–	–	0.02%	152
2025 Q1	$239K	Buy	+5,180	New	+$217K	0.02%	156
2024 Q4	–	Sell	-5,180	Closed	-$210K	–	172
2024 Q3	$210K	Buy	+5,180	New	+$195K	0.02%	163
2023 Q3	–	Sell	-5,180	Closed	-$211K	–	142
2023 Q2	$211K	Hold	5,180	–	–	0.03%	138
2023 Q1	$217K	Hold	5,180	–	–	0.03%	138
2022 Q4	$224K	Buy	+5,180	New	+$205K	0.03%	144
2022 Q3	–	Sell	-5,180	Closed	-$235K	–	156
2022 Q2	$235K	Sell	5,180 -1,000	-16%	-$47K	0.03%	131
2022 Q1	$294K	Buy	+6,180	New	+$262K	0.03%	135
2018 Q2	–	Sell	-796	Closed	-$22K	–	300
2018 Q1	$22K	Buy	+796	New	+$21.5K	﹤0.01%	376

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Clearwater Capital Advisors's EXC Position: Q1 2026 in Review

Clearwater Capital Advisors held its Exelon (EXC) position steady in Q1 2026 at 5,180 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #154.

Clearwater Capital Advisors first reported a position in EXC in Q1 2018 and has held it in 12 quarters since. The position peaked at $294K in Q1 2022. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Clearwater Capital Advisors held 5,180 shares of Exelon worth $254K as of Q1 2026.
Clearwater Capital Advisors left its Exelon share count unchanged in Q1 2026.
Exelon made up 0.02% of Clearwater Capital Advisors's portfolio in Q1 2026, its #154 holding.
Clearwater Capital Advisors first reported a position in Exelon in Q1 2018 and has held it in 12 quarters since.
Clearwater Capital Advisors's Exelon position peaked at $294K in Q1 2022.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.