Etesian Wealth Advisors’s Exelon EXC Stock Holding History

Etesian Wealth 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	$1.15M	Sell	23,499 -4,720	-17%	-$220K	0.37%	65
2025 Q4	$1.23M	Sell	28,219 -1,445	-5%	-$65.9K	0.39%	63
2025 Q3	$1.34M	Sell	29,664 -3,249	-10%	-$143K	0.44%	60
2025 Q2	$1.43M	Sell	32,913 -2,611	-7%	-$116K	0.53%	51
2025 Q1	$1.64M	Sell	35,524 -1,343	-4%	-$56.1K	0.71%	42
2024 Q4	$1.39M	Sell	36,867 -1,837	-5%	-$71.3K	0.61%	48
2024 Q3	$1.57M	Sell	38,704 -1,532	-4%	-$57.6K	0.71%	39
2024 Q2	$1.39M	Sell	40,236 -678	-2%	-$25K	0.78%	38
2024 Q1	$1.54M	Buy	40,914 +1,415	+4%	+$50.6K	0.88%	35
2023 Q4	$1.42M	Sell	39,499 -1,092	-3%	-$42.1K	0.85%	39
2023 Q3	$1.53M	Sell	40,591 -905	-2%	-$36.9K	1.03%	32
2023 Q2	$1.69M	Buy	41,496 +557	+1%	+$23K	1.1%	30
2023 Q1	$1.71M	Buy	40,939 +245	+0.6%	+$10.2K	1.14%	30
2022 Q4	$1.76M	Buy	+40,694	New	+$1.61M	1.28%	29

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Etesian Wealth Advisors's EXC Position: Q1 2026 in Review

Etesian Wealth Advisors reduced its Exelon (EXC) stake by 17% in Q1 2026, selling an estimated $220K and leaving 23,499 shares worth $1.15M. The position accounts for 0.37% of the portfolio, ranked #65.

Etesian Wealth Advisors first reported a position in EXC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.76M in Q4 2022. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Etesian Wealth Advisors held 23,499 shares of Exelon worth $1.15M as of Q1 2026.
Etesian Wealth Advisors sold 4,720 Exelon shares in Q1 2026, an estimated $220K.
Exelon made up 0.37% of Etesian Wealth Advisors's portfolio in Q1 2026, its #65 holding.
Etesian Wealth Advisors first reported a position in Exelon in Q4 2022 and has held it in 14 quarters since.
Etesian Wealth Advisors's Exelon position peaked at $1.76M in Q4 2022.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.