Diversify Advisory Services’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-26,229
Closed -$1.17M 430
2025
Q4
$1.17M Buy
26,229
+1,143
+5% +$52.2K 0.04% 354
2025
Q3
$1.16M Buy
25,086
+1,668
+7% +$73.3K 0.04% 325
2025
Q2
$1.04M Buy
23,418
+14,247
+155% +$634K 0.04% 316
2025
Q1
$430K Buy
+9,171
New +$383K 0.03% 390

Other funds holding EXC

Diversify Advisory Services's EXC Position: Q1 2026 in Review

Diversify Advisory Services sold out of Exelon (EXC) in Q1 2026, closing a stake of 26,229 shares — an estimated $1.17M sold.

Diversify Advisory Services first reported a position in EXC in Q1 2025 and held it in 4 quarters. The position peaked at $1.17M in Q4 2025. 1,284 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Diversify Advisory Services reported no remaining Exelon position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 26,229 Exelon shares in Q1 2026, an estimated $1.17M.
  • Diversify Advisory Services first reported a position in Exelon in Q1 2025 and held it in 4 quarters.
  • Diversify Advisory Services's Exelon position peaked at $1.17M in Q4 2025.
  • 1,284 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.