Foster & Motley’s Exelon EXC Stock Holding History

Foster & Motley’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	$1.55M	Sell	31,645 -150	-0.5%	-$6.98K	0.08%	193
2025 Q4	$1.39M	Sell	31,795 -84	-0.3%	-$3.83K	0.07%	198
2025 Q3	$1.44M	Sell	31,879 -1,137	-3%	-$49.9K	0.08%	197
2025 Q2	$1.43M	Sell	33,016 -228	-0.7%	-$10.2K	0.08%	202
2025 Q1	$1.53M	Sell	33,244 -2,208	-6%	-$92.3K	0.1%	181
2024 Q4	$1.33M	Sell	35,452 -585	-2%	-$22.7K	0.09%	189
2024 Q3	$1.46M	Sell	36,037 -1,437	-4%	-$54K	0.09%	183
2024 Q2	$1.3M	Sell	37,474 -3,699	-9%	-$137K	0.09%	185
2024 Q1	$1.55M	Sell	41,173 -6,418	-13%	-$229K	0.11%	173
2023 Q4	$1.71M	Sell	47,591 -4,204	-8%	-$162K	0.13%	157
2023 Q3	$1.96M	Sell	51,795 -3,125	-6%	-$127K	0.16%	148
2023 Q2	$2.24M	Sell	54,920 -3,573	-6%	-$148K	0.17%	154
2023 Q1	$2.45M	Sell	58,493 -3,450	-6%	-$144K	0.2%	134
2022 Q4	$2.68M	Sell	61,943 -20,357	-25%	-$804K	0.23%	115
2022 Q3	$3.08M	Sell	82,300 -1,331	-2%	-$58.8K	0.29%	89
2022 Q2	$3.79M	Sell	83,631 -4,275	-5%	-$201K	0.33%	71
2022 Q1	$4.19M	Sell	87,906 -32,459	-27%	-$1.38M	0.33%	75
2021 Q4	$4.96M	Sell	120,365 -3,680	-3%	-$139K	0.39%	67
2021 Q3	$4.28M	Sell	124,045 -5,403	-4%	-$185K	0.36%	72
2021 Q2	$4.09M	Sell	129,448 -5,825	-4%	-$188K	0.34%	76
2021 Q1	$4.22M	Sell	135,273 -9,190	-6%	-$276K	0.35%	71
2020 Q4	$4.35M	Buy	144,463 +13,818	+11%	+$408K	0.42%	66
2020 Q3	$3.33M	Buy	130,645 +2,885	+2%	+$76.5K	0.39%	70
2020 Q2	$3.31M	Buy	127,760 +21,937	+21%	+$582K	0.41%	68
2020 Q1	$2.78M	Buy	105,823 +17,452	+20%	+$549K	0.41%	70
2019 Q4	$2.87M	Buy	88,371 +4,501	+5%	+$146K	0.36%	78
2019 Q3	$2.89M	Buy	83,870 +5,387	+7%	+$181K	0.39%	72
2019 Q2	$2.68M	Buy	78,483 +6,232	+9%	+$220K	0.38%	78
2019 Q1	$2.58M	Sell	72,251 -3,810	-5%	-$130K	0.37%	77
2018 Q4	$2.45M	Buy	76,061 +6,192	+9%	+$198K	0.39%	75
2018 Q3	$2.18M	Buy	69,869 +3,852	+6%	+$119K	0.33%	82
2018 Q2	$2.01M	Buy	66,017 +5,825	+10%	+$167K	0.32%	81
2018 Q1	$1.68M	Sell	60,192 -252	-0.4%	-$6.8K	0.27%	96
2017 Q4	$1.7M	Sell	60,444 -5,350	-8%	-$154K	0.27%	99
2017 Q3	$1.77M	Sell	65,794 -34,490	-34%	-$922K	0.3%	90
2017 Q2	$2.58M	Sell	100,284 -10,498	-9%	-$267K	0.46%	71
2017 Q1	$2.84M	Buy	110,782 +36,445	+49%	+$929K	0.52%	67
2016 Q4	$1.88M	Buy	74,337 +26,345	+55%	+$625K	0.36%	83
2016 Q3	$1.14M	Buy	47,992 +3,372	+8%	+$84.7K	0.22%	103
2016 Q2	$1.16M	Buy	44,620 +2,557	+6%	+$63.3K	0.23%	102
2016 Q1	$1.08M	Buy	42,063 +5,266	+14%	+$118K	0.22%	100
2015 Q4	$729K	Buy	+36,797	New	+$746K	0.15%	118

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

Foster & Motley's EXC Position: Q1 2026 in Review

Foster & Motley reduced its Exelon (EXC) stake by 0.47% in Q1 2026, selling an estimated $6.98K and leaving 31,645 shares worth $1.55M. The position accounts for 0.08% of the portfolio, ranked #193.

Foster & Motley first reported a position in EXC in Q4 2015 and has held it in 42 quarters since. The position peaked at $4.96M in Q4 2021. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Foster & Motley held 31,645 shares of Exelon worth $1.55M as of Q1 2026.
Foster & Motley sold 150 Exelon shares in Q1 2026, an estimated $6.98K.
Exelon made up 0.08% of Foster & Motley's portfolio in Q1 2026, its #193 holding.
Foster & Motley first reported a position in Exelon in Q4 2015 and has held it in 42 quarters since.
Foster & Motley's Exelon position peaked at $4.96M in Q4 2021.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.