Clifford Swan Investment Counsel’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 | $218K | Hold |
4,676
| – | – | 0.01% | 326 |
|
|
2026
Q1 | $229K | Hold |
4,676
| – | – | 0.01% | 311 |
|
|
2025
Q4 | $204K | Sell |
4,676
-50
| -1% | -$2.28K | 0.01% | 318 |
|
|
2025
Q3 | $213K | Sell |
4,726
-10
| -0.2% | -$439 | 0.01% | 314 |
|
|
2025
Q2 | $206K | Buy |
4,736
+10
| +0.2% | +$445 | 0.01% | 308 |
|
|
2025
Q1 | $218K | Buy |
+4,726
| New | +$198K | 0.01% | 297 |
|
|
2024
Q4 | – | Sell |
-5,723
| Closed | -$232K | – | 310 |
|
|
2024
Q3 | $232K | Buy |
+5,723
| New | +$215K | 0.01% | 296 |
|
|
2024
Q2 | – | Sell |
-5,773
| Closed | -$217K | – | 306 |
|
|
2024
Q1 | $217K | Sell |
5,773
-233
| -4% | -$8.33K | 0.01% | 295 |
|
|
2023
Q4 | $216K | Hold |
6,006
| – | – | 0.01% | 290 |
|
|
2023
Q3 | $227K | Buy |
6,006
+84
| +1% | +$3.42K | 0.01% | 281 |
|
|
2023
Q2 | $241K | Hold |
5,922
| – | – | 0.01% | 282 |
|
|
2023
Q1 | $248K | Hold |
5,922
| – | – | 0.01% | 274 |
|
|
2022
Q4 | $256K | Sell |
5,922
-278
| -4% | -$11K | 0.01% | 273 |
|
|
2022
Q3 | $232K | Hold |
6,200
| – | – | 0.01% | 283 |
|
|
2022
Q2 | $281K | Buy |
6,200
+355
| +6% | +$16.7K | 0.01% | 270 |
|
|
2022
Q1 | $278K | Sell |
5,845
-2,462
| -30% | -$104K | 0.01% | 291 |
|
|
2021
Q4 | $342K | Buy |
8,307
+760
| +10% | +$28.6K | 0.01% | 268 |
|
|
2021
Q3 | $290K | Sell |
7,547
-140
| -2% | -$4.78K | 0.01% | 289 |
|
|
2021
Q2 | $256K | Hold |
7,687
| – | – | 0.01% | 295 |
|
|
2021
Q1 | $240K | Sell |
7,687
-140
| -2% | -$4.21K | 0.01% | 304 |
|
|
2020
Q4 | $236K | Buy |
+7,827
| New | +$231K | 0.01% | 296 |
|
|
2019
Q4 | – | Sell |
-5,936
| Closed | -$205K | – | 320 |
|
|
2019
Q3 | $205K | Sell |
5,936
-1,255
| -17% | -$42.1K | 0.01% | 297 |
|
|
2019
Q2 | $246K | Hold |
7,191
| – | – | 0.01% | 281 |
|
|
2019
Q1 | $257K | Sell |
7,191
-12
| -0.2% | -$409 | 0.01% | 274 |
|
|
2018
Q4 | $232K | Hold |
7,203
| – | – | 0.01% | 274 |
|
|
2018
Q3 | $224K | Hold |
7,203
| – | – | 0.01% | 293 |
|
|
2018
Q2 | $219K | Hold |
7,203
| – | – | 0.01% | 293 |
|
|
2018
Q1 | $200K | Sell |
7,203
-118
| -2% | -$3.19K | 0.01% | 300 |
|
|
2017
Q4 | $206K | Buy |
+7,321
| New | +$210K | 0.01% | 303 |
|
|
2016
Q4 | – | Sell |
-9,810
| Closed | -$233K | – | 283 |
|
|
2016
Q3 | $233K | Hold |
9,810
| – | – | 0.02% | 258 |
|
|
2016
Q2 | $254K | Hold |
9,810
| – | – | 0.02% | 229 |
|
|
2016
Q1 | $251K | Buy |
+9,810
| New | +$220K | 0.02% | 237 |
|
|
2015
Q4 | – | Sell |
-10,393
| Closed | -$220K | – | 271 |
|
|
2015
Q3 | $220K | Hold |
10,393
| – | – | 0.02% | 239 |
|
|
2015
Q2 | $233K | Sell |
10,393
-1,753
| -14% | -$42K | 0.02% | 238 |
|
|
2015
Q1 | $291K | Hold |
12,146
| – | – | 0.02% | 226 |
|
|
2014
Q4 | $321K | Hold |
12,146
| – | – | 0.02% | 215 |
|
|
2014
Q3 | $295K | Hold |
12,146
| – | – | 0.02% | 215 |
|
|
2014
Q2 | $316K | Sell |
12,146
-140
| -1% | -$3.57K | 0.02% | 213 |
|
|
2014
Q1 | $294K | Buy |
12,286
+140
| +1% | +$2.95K | 0.02% | 222 |
|
|
2013
Q4 | $237K | Buy |
12,146
+166
| +1% | +$3.34K | 0.02% | 219 |
|
|
2013
Q3 | $253K | Hold |
11,980
| – | – | 0.02% | 204 |
|
|
2013
Q2 | $264K | Buy |
+11,980
| New | +$291K | 0.02% | 196 |
|
Other funds holding EXC
Clifford Swan Investment Counsel's EXC Position: Q2 2026 in Review
Clifford Swan Investment Counsel held its Exelon (EXC) position steady in Q2 2026 at 4,676 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #326.
Clifford Swan Investment Counsel first reported a position in EXC in Q2 2013 and has held it in 42 quarters since. The position peaked at $342K in Q4 2021. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.
- Clifford Swan Investment Counsel held 4,676 shares of Exelon worth $218K as of Q2 2026.
- Clifford Swan Investment Counsel left its Exelon share count unchanged in Q2 2026.
- Exelon made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #326 holding.
- Clifford Swan Investment Counsel first reported a position in Exelon in Q2 2013 and has held it in 42 quarters since.
- Clifford Swan Investment Counsel's Exelon position peaked at $342K in Q4 2021.
- 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.