Financial Consulate’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 | $567K | Buy |
11,557
+273
| +2% | +$12.7K | 0.07% | 75 |
|
|
2025
Q4 | $492K | Buy |
11,284
+1,323
| +13% | +$60.4K | 0.07% | 88 |
|
|
2025
Q3 | $448K | Buy |
+9,961
| New | +$437K | 0.06% | 101 |
|
|
2023
Q3 | – | Sell |
-8,101
| Closed | -$330K | – | 41 |
|
|
2023
Q2 | $330K | Buy |
8,101
+7
| +0.1% | +$289 | 0.14% | 36 |
|
|
2023
Q1 | $339K | Buy |
8,094
+874
| +12% | +$36.4K | 0.12% | 92 |
|
|
2022
Q4 | $312K | Buy |
7,220
+7
| +0.1% | +$277 | 0.11% | 103 |
|
|
2022
Q3 | $270K | Buy |
7,213
+6
| +0.1% | +$265 | 0.11% | 96 |
|
|
2022
Q2 | $327K | Buy |
7,207
+5
| +0.1% | +$235 | 0.15% | 89 |
|
|
2022
Q1 | $343K | Sell |
7,202
-2,887
| -29% | -$122K | 0.13% | 90 |
|
|
2021
Q4 | $416K | Buy |
10,089
+634
| +7% | +$23.9K | 0.14% | 87 |
|
|
2021
Q3 | $326K | Buy |
9,455
+299
| +3% | +$10.2K | 0.12% | 94 |
|
|
2021
Q2 | $289K | Sell |
9,156
-1,046
| -10% | -$33.7K | 0.1% | 96 |
|
|
2021
Q1 | $318K | Buy |
10,202
+9
| +0.1% | +$270 | 0.13% | 79 |
|
|
2020
Q4 | $307K | Sell |
10,193
-1,905
| -16% | -$56.2K | 0.13% | 78 |
|
|
2020
Q3 | $309K | Sell |
12,098
-1,173
| -9% | -$31.1K | 0.15% | 75 |
|
|
2020
Q2 | $344K | Buy |
13,271
+451
| +4% | +$12K | 0.17% | 66 |
|
|
2020
Q1 | $337K | Hold |
12,820
| – | – | 0.2% | 63 |
|
|
2019
Q4 | $417K | Sell |
12,820
-280
| -2% | -$9.06K | 0.18% | 64 |
|
|
2019
Q3 | $451K | Sell |
13,100
-596
| -4% | -$20K | 0.2% | 65 |
|
|
2019
Q2 | $468K | Buy |
13,696
+427
| +3% | +$15.1K | 0.21% | 61 |
|
|
2019
Q1 | $474K | Buy |
13,269
+9
| +0.1% | +$306 | 0.22% | 69 |
|
|
2018
Q4 | $427K | Buy |
13,260
+7
| +0.1% | +$224 | 0.26% | 66 |
|
|
2018
Q3 | $413K | Buy |
13,253
+8
| +0.1% | +$246 | 0.23% | 77 |
|
|
2018
Q2 | $402K | Buy |
13,245
+9
| +0.1% | +$258 | 0.2% | 75 |
|
|
2018
Q1 | $368K | Sell |
13,236
-1,440
| -10% | -$38.9K | 0.19% | 74 |
|
|
2017
Q4 | $413K | Buy |
14,676
+8
| +0.1% | +$230 | 0.21% | 71 |
|
|
2017
Q3 | $394K | Buy |
14,668
+1,499
| +11% | +$40.1K | 0.21% | 71 |
|
|
2017
Q2 | $339K | Buy |
13,169
+3,668
| +39% | +$93.3K | 0.2% | 71 |
|
|
2017
Q1 | $244K | Buy |
9,501
+475
| +5% | +$12.1K | 0.16% | 77 |
|
|
2016
Q4 | $228K | Sell |
9,026
-516
| -5% | -$12.2K | 0.17% | 70 |
|
|
2016
Q3 | $227K | Sell |
9,542
-73
| -0.8% | -$1.83K | 0.2% | 60 |
|
|
2016
Q2 | $249K | Sell |
9,615
-412
| -4% | -$10.2K | 0.19% | 60 |
|
|
2016
Q1 | $256K | Buy |
+10,027
| New | +$225K | 0.18% | 61 |
|
|
2015
Q4 | – | Sell |
-10,007
| Closed | -$212K | – | 67 |
|
|
2015
Q3 | $212K | Buy |
10,007
+9
| +0.1% | +$202 | 0.18% | 58 |
|
|
2015
Q2 | $224K | Buy |
9,998
+7
| +0.1% | +$168 | 0.17% | 54 |
|
|
2015
Q1 | $239K | Buy |
9,991
+101
| +1% | +$2.5K | 0.2% | 52 |
|
|
2014
Q4 | $262K | Buy |
+9,890
| New | +$254K | 0.17% | 61 |
|
Other funds holding EXC
VCM
VPM
Financial Consulate's EXC Position: Q1 2026 in Review
Financial Consulate increased its Exelon (EXC) stake by 2.4% in Q1 2026, buying an estimated $12.7K and bringing the position to 11,557 shares worth $567K. The position accounts for 0.07% of the portfolio, ranked #75.
Financial Consulate first reported a position in EXC in Q4 2014 and has held it in 37 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.
- Financial Consulate held 11,557 shares of Exelon worth $567K as of Q1 2026.
- Financial Consulate bought 273 Exelon shares in Q1 2026, an estimated $12.7K.
- Exelon made up 0.07% of Financial Consulate's portfolio in Q1 2026, its #75 holding.
- Financial Consulate first reported a position in Exelon in Q4 2014 and has held it in 37 quarters since.
- 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.
Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.