Foundations Investment Advisors’s Exelon EXC Stock Holding History

Foundations Investment 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	$602K	Sell	12,279 -1,384	-10%	-$64.4K	0.01%	661
2025 Q4	$596K	Sell	13,663 -818	-6%	-$37.3K	0.01%	652
2025 Q3	$652K	Sell	14,481 -10,883	-43%	-$478K	0.01%	589
2025 Q2	$1.1M	Buy	25,364 +8,936	+54%	+$398K	0.02%	412
2025 Q1	$757K	Buy	16,428 +9,598	+141%	+$401K	0.01%	470
2024 Q4	$257K	Sell	6,830 -703	-9%	-$27.3K	0.01%	702
2024 Q3	$305K	Buy	7,533 +255	+4%	+$9.59K	0.01%	630
2024 Q2	$252K	Buy	+7,278	New	+$269K	0.01%	647
2023 Q4	–	Sell	-6,516	Closed	-$246K	–	683
2023 Q3	$246K	Sell	6,516 -83	-1%	-$3.38K	0.01%	556
2023 Q2	$269K	Buy	6,599 +975	+17%	+$40.3K	0.01%	490
2023 Q1	$236K	Buy	5,624 +622	+12%	+$25.9K	0.01%	444
2022 Q4	$216K	Buy	+5,002	New	+$198K	0.01%	398

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

Foundations Investment Advisors's EXC Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Exelon (EXC) stake by 10% in Q1 2026, selling an estimated $64.4K and leaving 12,279 shares worth $602K. The position accounts for 0.01% of the portfolio, ranked #661.

Foundations Investment Advisors first reported a position in EXC in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.1M in Q2 2025. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

Foundations Investment Advisors held 12,279 shares of Exelon worth $602K as of Q1 2026.
Foundations Investment Advisors sold 1,384 Exelon shares in Q1 2026, an estimated $64.4K.
Exelon made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #661 holding.
Foundations Investment Advisors first reported a position in Exelon in Q4 2022 and has held it in 12 quarters since.
Foundations Investment Advisors's Exelon position peaked at $1.1M in Q2 2025.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.