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Denali Advisors’s Exelon EXC Stock Holding History

Denali 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 		– Sell
-8,000
Closed -$349K – 324
2025
Q4 		$349K Buy
8,000
+3,100
+63% +$141K 0.04% 273
2025
Q3 		$221K Sell
4,900
-5,800
-54% -$255K 0.02% 290
2025
Q2 		$465K Buy
+10,700
New +$476K 0.05% 236
2021
Q3 		– Sell
-2,383
Closed -$75K – 295
2021
Q2 		$75K Sell
2,383
-43,883
-95% -$1.41M 0.03% 167
2021
Q1 		$1.44M Sell
46,266
-83,980
-64% -$2.52M 0.44% 83
2020
Q4 		$3.92M Buy
130,246
+103,888
+394% +$3.07M 0.67% 50
2020
Q3 		$672K Buy
+26,358
New +$699K 0.13% 164
2018
Q3 		– Sell
-63,931
Closed -$1.94M – 267
2018
Q2 		$1.94M Sell
63,931
-5,468
-8% -$157K 0.29% 68
2018
Q1 		$1.93M Sell
69,399
-185,204
-73% -$5M 0.31% 67
2017
Q4 		$7.16M Sell
254,603
-37,994
-13% -$1.09M 1.11% 38
2017
Q3 		$7.86M Buy
292,597
+117,207
+67% +$3.13M 1.3% 34
2017
Q2 		$4.51M Hold
175,390
– – 0.74% 50
2017
Q1 		$4.5M Buy
175,390
+164,735
+1,546% +$4.2M 0.66% 51
2016
Q4 		$270K Buy
+10,655
New +$253K 0.05% 115

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Denali Advisors's EXC Position: Q1 2026 in Review

Denali Advisors sold out of Exelon (EXC) in Q1 2026, closing a stake of 8,000 shares — an estimated $349K sold.

Denali Advisors first reported a position in EXC in Q4 2016 and held it in 14 quarters. The position peaked at $7.86M in Q3 2017. 1,286 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Denali Advisors reported no remaining Exelon position as of Q1 2026 after selling out during the quarter.
  • Denali Advisors sold 8,000 Exelon shares in Q1 2026, an estimated $349K.
  • Denali Advisors first reported a position in Exelon in Q4 2016 and held it in 14 quarters.
  • Denali Advisors's Exelon position peaked at $7.86M in Q3 2017.
  • 1,286 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.