EWA
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EverSource Wealth Advisors’s Exelon EXC Stock Holding History

EverSource 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 		$365K Buy
7,450
+1,640
+28% +$76.3K 0.01% 751
2025
Q4 		$253K Sell
5,810
-621
-10% -$28.3K 0.01% 841
2025
Q3 		$289K Sell
6,431
-320
-5% -$14.1K 0.01% 744
2025
Q2 		$293K Buy
6,751
+912
+16% +$40.6K 0.01% 680
2025
Q1 		$269K Buy
5,839
+1,309
+29% +$54.7K 0.01% 560
2024
Q4 		$171K Buy
4,530
+7
+0.2% +$272 0.01% 711
2024
Q3 		$183K Buy
4,523
+452
+11% +$17K 0.01% 590
2024
Q2 		$151K Buy
4,071
+1,672
+70% +$61.7K 0.01% 654
2024
Q1 		$90.1K Buy
2,399
+616
+35% +$22K 0.01% 744
2023
Q4 		$64K Buy
1,783
+825
+86% +$31.8K 0.01% 805
2023
Q3 		$36.2K Buy
958
+18
+2% +$733 ﹤0.01% 933
2023
Q2 		$38.3K Sell
940
-257
-21% -$10.6K ﹤0.01% 936
2023
Q1 		$50.1K Sell
1,197
-1,732
-59% -$72.2K 0.01% 794
2022
Q4 		$127K Sell
2,929
-519
-15% -$20.5K 0.02% 446
2022
Q3 		$129K Sell
3,448
-39
-1% -$1.72K 0.03% 369
2022
Q2 		$157K Buy
3,487
+1,354
+63% +$63.7K 0.04% 289
2022
Q1 		$102K Buy
2,133
+1,202
+129% +$50.9K 0.03% 332
2021
Q4 		$39K Buy
+931
New +$35.1K 0.01% 469

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Exelon (EXC) stake by 28% in Q1 2026, buying an estimated $76.3K and bringing the position to 7,450 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #751.

EverSource Wealth Advisors first reported a position in EXC in Q4 2021 and has held it in 18 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • EverSource Wealth Advisors held 7,450 shares of Exelon worth $365K as of Q1 2026.
  • EverSource Wealth Advisors bought 1,640 Exelon shares in Q1 2026, an estimated $76.3K.
  • Exelon made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #751 holding.
  • EverSource Wealth Advisors first reported a position in Exelon in Q4 2021 and has held it in 18 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.