Credential Securities’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
$965K Buy
31,771
+12,787
+67% +$366K 0.22% 72
2018
Q1
$528K Buy
+18,984
New +$513K 0.13% 116

Other funds holding EXC

Credential Securities's EXC Position: Q2 2018 in Review

Credential Securities increased its Exelon (EXC) stake by 67% in Q2 2018, buying an estimated $366K and bringing the position to 31,771 shares worth $965K. The position accounts for 0.22% of the portfolio, ranked #72.

Credential Securities first reported a position in EXC in Q1 2018 and has held it in 2 quarters since. 902 funds tracked by Wall St. Rank hold EXC as of Q2 2018.

  • Credential Securities held 31,771 shares of Exelon worth $965K as of Q2 2018.
  • Credential Securities bought 12,787 Exelon shares in Q2 2018, an estimated $366K.
  • Exelon made up 0.22% of Credential Securities's portfolio in Q2 2018, its #72 holding.
  • Credential Securities first reported a position in Exelon in Q1 2018 and has held it in 2 quarters since.
  • 902 funds tracked by Wall St. Rank held Exelon as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.