CWA Asset Management Group’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
$909K Buy
19,502
+5,007
+35% +$232K 0.03% 402
2026
Q1
$711K Sell
14,495
-46,442
-76% -$2.16M 0.02% 426
2025
Q4
$2.66M Buy
60,937
+3,051
+5% +$139K 0.1% 190
2025
Q3
$2.61M Buy
57,886
+44,444
+331% +$1.95M 0.1% 188
2025
Q2
$584K Buy
13,442
+1,337
+11% +$59.5K 0.02% 436
2025
Q1
$558K Buy
12,105
+415
+4% +$17.3K 0.03% 413
2024
Q4
$440K Sell
11,690
-2,555
-18% -$99.1K 0.02% 410
2024
Q3
$578K Buy
+14,245
New +$536K 0.03% 334
2024
Q1
$576K Sell
15,319
-118,624
-89% -$4.24M 0.04% 302
2023
Q4
$4.81M Buy
133,943
+840
+0.6% +$32.4K 0.33% 75
2023
Q3
$5.03M Buy
133,103
+5,641
+4% +$230K 0.37% 74
2023
Q2
$5.19M Buy
127,462
+10,324
+9% +$427K 0.36% 69
2023
Q1
$4.91M Buy
117,138
+4,409
+4% +$184K 0.36% 64
2022
Q4
$4.87M Buy
112,729
+6,316
+6% +$250K 0.4% 67
2022
Q3
$3.99M Buy
106,413
+7,732
+8% +$342K 0.39% 58
2022
Q2
$4.47M Buy
98,681
+6,947
+8% +$327K 0.42% 55
2022
Q1
$4.37M Sell
91,734
-29,259
-24% -$1.24M 0.33% 68
2021
Q4
$4.99M Buy
120,993
+585
+0.5% +$22K 0.37% 64
2021
Q3
$4.15M Buy
120,408
+9,428
+8% +$322K 0.33% 79
2021
Q2
$3.56M Buy
110,980
+11,411
+11% +$367K 0.29% 87
2021
Q1
$3.11M Buy
99,569
+9,297
+10% +$279K 0.28% 88
2020
Q4
$2.72M Sell
90,272
-6,588
-7% -$194K 0.28% 88
2020
Q3
$2.47M Buy
96,860
+5,077
+6% +$135K 0.33% 68
2020
Q2
$2.38M Sell
91,783
-79,628
-46% -$2.11M 0.42% 54
2020
Q1
$4.5M Buy
171,411
+30,746
+22% +$967K 0.86% 39
2019
Q4
$4.57M Sell
140,665
-11,017
-7% -$357K 0.74% 48
2019
Q3
$5.23M Buy
151,682
+18,614
+14% +$625K 0.84% 40
2019
Q2
$4.55M Buy
133,068
+56,743
+74% +$2M 0.78% 46
2019
Q1
$2.73M Buy
76,325
+47,803
+168% +$1.63M 0.53% 59
2018
Q4
$918K Buy
28,522
+19,148
+204% +$612K 0.21% 89
2018
Q3
$292K Buy
9,374
+630
+7% +$19.4K 0.06% 154
2018
Q2
$266K Buy
+8,744
New +$250K 0.06% 167

Other funds holding EXC

CWA Asset Management Group's EXC Position: Q2 2026 in Review

CWA Asset Management Group increased its Exelon (EXC) stake by 35% in Q2 2026, buying an estimated $232K and bringing the position to 19,502 shares worth $909K. The position accounts for 0.03% of the portfolio, ranked #402.

CWA Asset Management Group first reported a position in EXC in Q2 2018 and has held it in 32 quarters since. The position peaked at $5.23M in Q3 2019. 363 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • CWA Asset Management Group held 19,502 shares of Exelon worth $909K as of Q2 2026.
  • CWA Asset Management Group bought 5,007 Exelon shares in Q2 2026, an estimated $232K.
  • Exelon made up 0.03% of CWA Asset Management Group's portfolio in Q2 2026, its #402 holding.
  • CWA Asset Management Group first reported a position in Exelon in Q2 2018 and has held it in 32 quarters since.
  • CWA Asset Management Group's Exelon position peaked at $5.23M in Q3 2019.
  • 363 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.