Envestnet Asset Management’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 | $17.2M | Sell |
368,273
-25,124
| -6% | -$1.16M | ﹤0.01% | 1558 |
|
|
2026
Q1 | $19.3M | Sell |
393,397
-54,558
| -12% | -$2.54M | 0.01% | 1369 |
|
|
2025
Q4 | $19.5M | Sell |
447,955
-28,183
| -6% | -$1.29M | 0.01% | 1226 |
|
|
2025
Q3 | $21.4M | Sell |
476,138
-12,331
| -3% | -$542K | 0.01% | 1234 |
|
|
2025
Q2 | $21.2M | Buy |
488,469
+37,945
| +8% | +$1.69M | 0.01% | 1218 |
|
|
2025
Q1 | $20.8M | Buy |
450,524
+81,309
| +22% | +$3.4M | 0.01% | 1168 |
|
|
2024
Q4 | $13.9M | Sell |
369,215
-14,380
| -4% | -$558K | ﹤0.01% | 1423 |
|
|
2024
Q3 | $15.6M | Sell |
383,595
-11,146
| -3% | -$419K | 0.01% | 1347 |
|
|
2024
Q2 | $13.7M | Sell |
394,741
-5,391
| -1% | -$199K | ﹤0.01% | 1362 |
|
|
2024
Q1 | $15M | Sell |
400,132
-9,764
| -2% | -$349K | 0.01% | 1274 |
|
|
2023
Q4 | $14.7M | Sell |
409,896
-516,221
| -56% | -$19.9M | 0.01% | 1201 |
|
|
2023
Q3 | $35M | Sell |
926,117
-80,074
| -8% | -$3.26M | 0.02% | 714 |
|
|
2023
Q2 | $41M | Buy |
1,006,191
+346
| +0% | +$14.3K | 0.02% | 587 |
|
|
2023
Q1 | $20.9M | Buy |
1,005,845
+526,930
| +110% | +$22M | 0.01% | 859 |
|
|
2022
Q4 | $20.7M | Buy |
478,915
+109,408
| +30% | +$4.32M | 0.01% | 838 |
|
|
2022
Q3 | $13.8M | Buy |
369,507
+31,767
| +9% | +$1.4M | 0.01% | 972 |
|
|
2022
Q2 | $15.3M | Buy |
337,740
+95,784
| +40% | +$4.5M | 0.01% | 932 |
|
|
2022
Q1 | $11.5M | Sell |
241,956
-63,784
| -21% | -$2.7M | 0.01% | 1129 |
|
|
2021
Q4 | $12.6M | Buy |
305,740
+37,683
| +14% | +$1.42M | 0.01% | 1075 |
|
|
2021
Q3 | $9.24M | Buy |
268,057
+22,016
| +9% | +$752K | 0.01% | 1193 |
|
|
2021
Q2 | $7.78M | Buy |
246,041
+12,487
| +5% | +$402K | ﹤0.01% | 1275 |
|
|
2021
Q1 | $7.29M | Buy |
233,554
+6,298
| +3% | +$189K | ﹤0.01% | 1226 |
|
|
2020
Q4 | $6.84M | Buy |
227,256
+24,720
| +12% | +$730K | 0.01% | 1123 |
|
|
2020
Q3 | $5.17M | Sell |
202,536
-45,447
| -18% | -$1.2M | ﹤0.01% | 1150 |
|
|
2020
Q2 | $6.42M | Sell |
247,983
-14,288
| -5% | -$379K | 0.01% | 996 |
|
|
2020
Q1 | $6.89M | Buy |
262,271
+56,460
| +27% | +$1.78M | 0.01% | 844 |
|
|
2019
Q4 | $6.69M | Sell |
205,811
-215,728
| -51% | -$6.98M | 0.01% | 977 |
|
|
2019
Q3 | $14.5M | Sell |
421,539
-35,541
| -8% | -$1.19M | 0.02% | 593 |
|
|
2019
Q2 | $15.6M | Buy |
457,080
+86,760
| +23% | +$3.06M | 0.02% | 559 |
|
|
2019
Q1 | $13.2M | Sell |
370,320
-30,593
| -8% | -$1.04M | 0.02% | 585 |
|
|
2018
Q4 | $12.9M | Buy |
400,913
+357,030
| +814% | +$11.4M | 0.02% | 506 |
|
|
2018
Q3 | $1.37M | Sell |
43,883
-78,081
| -64% | -$2.4M | ﹤0.01% | 676 |
|
|
2018
Q2 | $3.7M | Sell |
121,964
-1,729
| -1% | -$49.5K | 0.01% | 586 |
|
|
2018
Q1 | $3.5M | Sell |
123,693
-166,264
| -57% | -$4.49M | 0.01% | 506 |
|
|
2017
Q4 | $8.15M | Buy |
289,957
+85,861
| +42% | +$2.47M | 0.02% | 446 |
|
|
2017
Q3 | $5.48M | Sell |
204,096
-28,623
| -12% | -$766K | 0.01% | 519 |
|
|
2017
Q2 | $5.99M | Sell |
232,719
-53,574
| -19% | -$1.36M | 0.02% | 511 |
|
|
2017
Q1 | $7.35M | Buy |
286,293
+9,482
| +3% | +$242K | 0.02% | 448 |
|
|
2016
Q4 | $7.01M | Buy |
276,811
+21,854
| +9% | +$518K | 0.03% | 434 |
|
|
2016
Q3 | $6.05M | Buy |
254,957
+103,736
| +69% | +$2.61M | 0.02% | 513 |
|
|
2016
Q2 | $3.92M | Sell |
151,221
-37,727
| -20% | -$933K | 0.02% | 726 |
|
|
2016
Q1 | $4.83M | Sell |
188,948
-2,997
| -2% | -$67.1K | 0.02% | 608 |
|
|
2015
Q4 | $3.8M | Buy |
191,945
+17,013
| +10% | +$345K | 0.02% | 689 |
|
|
2015
Q3 | $3.71M | Buy |
174,932
+27,747
| +19% | +$624K | 0.02% | 687 |
|
|
2015
Q2 | $3.3M | Buy |
147,185
+5,919
| +4% | +$142K | 0.02% | 813 |
|
|
2015
Q1 | $3.39M | Buy |
141,266
+114,889
| +436% | +$2.85M | 0.02% | 732 |
|
|
2014
Q4 | $698K | Sell |
26,377
-23,250
| -47% | -$597K | 0.01% | 621 |
|
|
2014
Q3 | $1.21M | Buy |
49,627
+22,360
| +82% | +$524K | 0.01% | 523 |
|
|
2014
Q2 | $709K | Buy |
27,267
+15,510
| +132% | +$396K | 0.01% | 667 |
|
|
2014
Q1 | $281K | Buy |
11,757
+10,642
| +954% | +$224K | ﹤0.01% | 803 |
|
|
2013
Q4 | $22K | Buy |
1,115
+414
| +59% | +$8.33K | ﹤0.01% | 1474 |
|
|
2013
Q3 | $15K | Sell |
701
-942
| -57% | -$20.6K | ﹤0.01% | 1561 |
|
|
2013
Q2 | $36K | Buy |
+1,643
| New | +$39.9K | ﹤0.01% | 1259 |
|
Other funds holding EXC
Envestnet Asset Management's EXC Position: Q2 2026 in Review
Envestnet Asset Management reduced its Exelon (EXC) stake by 6.4% in Q2 2026, selling an estimated $1.16M and leaving 368,273 shares worth $17.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1558.
Envestnet Asset Management first reported a position in EXC in Q2 2013 and has held it in 53 quarters since. The position peaked at $41M in Q2 2023. 1,287 funds tracked by Wall St. Rank hold EXC as of Q2 2026.
- Envestnet Asset Management held 368,273 shares of Exelon worth $17.2M as of Q2 2026.
- Envestnet Asset Management sold 25,124 Exelon shares in Q2 2026, an estimated $1.16M.
- Exelon made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1558 holding.
- Envestnet Asset Management first reported a position in Exelon in Q2 2013 and has held it in 53 quarters since.
- Envestnet Asset Management's Exelon position peaked at $41M in Q2 2023.
- 1,287 funds tracked by Wall St. Rank held Exelon as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.