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Crewe Advisors’s Exelon EXC Stock Holding History

Crewe 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 		$19.5K Buy
419
+81
+24% +$3.75K ﹤0.01% 623
2026
Q1 		$16.6K Buy
338
+204
+152% +$9.49K ﹤0.01% 555
2025
Q4 		$5.84K Buy
134
+65
+94% +$2.97K ﹤0.01% 705
2025
Q3 		$3.11K Buy
+69
New +$3.03K ﹤0.01% 786
2025
Q2 		– Sell
-22
Closed -$1.01K – 774
2025
Q1 		$1.01K Buy
+22
New +$920 ﹤0.01% 590
2024
Q4 		– Sell
-681
Closed -$27.6K – 702
2024
Q3 		$27.6K Hold
681
– – ﹤0.01% 368
2024
Q2 		$23.6K Hold
681
– – ﹤0.01% 521
2024
Q1 		$25.6K Buy
+681
New +$24.3K ﹤0.01% 463
2023
Q3 		– Sell
-12
Closed -$489 – 696
2023
Q2 		$489 Buy
+12
New +$496 ﹤0.01% 628
2023
Q1 		– Sell
-51
Closed -$2.21K – 887
2022
Q4 		$2.21K Sell
51
-441
-90% -$17.4K ﹤0.01% 824
2022
Q3 		$18K Buy
492
+200
+68% +$8.84K ﹤0.01% 491
2022
Q2 		$13K Buy
+292
New +$13.7K ﹤0.01% 532
2020
Q4 		– Sell
-157
Closed -$4K – 523
2020
Q3 		$4K Buy
+157
New +$4.16K ﹤0.01% 392
2019
Q3 		– Sell
-121
Closed -$4K – 247
2019
Q2 		$4K Buy
+121
New +$4.27K ﹤0.01% 246
2018
Q2 		– Sell
-294
Closed -$8K – 261
2018
Q1 		$8K Hold
294
– – 0.01% 223
2017
Q4 		$8K Buy
+294
New +$8.45K 0.01% 223

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

Crewe Advisors's EXC Position: Q2 2026 in Review

Crewe Advisors increased its Exelon (EXC) stake by 24% in Q2 2026, buying an estimated $3.75K and bringing the position to 419 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Crewe Advisors first reported a position in EXC in Q4 2017 and has held it in 16 quarters since. The position peaked at $27.6K in Q3 2024. 1,286 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Crewe Advisors held 419 shares of Exelon worth $19.5K as of Q2 2026.
  • Crewe Advisors bought 81 Exelon shares in Q2 2026, an estimated $3.75K.
  • Exelon made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #623 holding.
  • Crewe Advisors first reported a position in Exelon in Q4 2017 and has held it in 16 quarters since.
  • Crewe Advisors's Exelon position peaked at $27.6K in Q3 2024.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.