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Gladstone Institutional Advisory’s Exelon EXC Stock Holding History

Gladstone Institutional Advisory’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
Q2 		$650K Buy
13,935
+100
+0.7% +$4.63K 0.02% 519
2026
Q1 		$678K Buy
13,835
+2,441
+21% +$114K 0.03% 465
2025
Q4 		$497K Sell
11,394
-519
-4% -$23.7K 0.02% 502
2025
Q3 		$536K Sell
11,913
-9,923
-45% -$436K 0.02% 499
2025
Q2 		$948K Buy
21,836
+452
+2% +$20.1K 0.04% 352
2025
Q1 		$985K Buy
21,384
+10,421
+95% +$436K 0.05% 331
2024
Q4 		$413K Buy
10,963
+50
+0.5% +$1.94K 0.02% 514
2024
Q3 		$443K Buy
10,913
+85
+0.8% +$3.2K 0.02% 485
2024
Q2 		$375K Buy
10,828
+4,359
+67% +$161K 0.02% 486
2024
Q1 		$243K Sell
6,469
-774
-11% -$27.7K 0.01% 572
2023
Q4 		$260K Buy
7,243
+864
+14% +$33.3K 0.01% 558
2023
Q3 		$241K Buy
6,379
+218
+4% +$8.88K 0.02% 540
2023
Q2 		$251K Sell
6,161
-102
-2% -$4.22K 0.02% 550
2023
Q1 		$262K Sell
6,263
-169
-3% -$7.04K 0.02% 559
2022
Q4 		$278K Buy
6,432
+400
+7% +$15.8K 0.02% 516
2022
Q3 		$226K Sell
6,032
-11,291
-65% -$499K 0.02% 560
2022
Q2 		$785K Sell
17,323
-5,987
-26% -$281K 0.06% 318
2022
Q1 		$1.11M Buy
23,310
+12,801
+122% +$542K 0.08% 278
2021
Q4 		$433K Buy
10,509
+1,114
+12% +$42K 0.03% 409
2021
Q3 		$324K Buy
+9,395
New +$321K 0.03% 413

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Gladstone Institutional Advisory's EXC Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Exelon (EXC) stake by 0.72% in Q2 2026, buying an estimated $4.63K and bringing the position to 13,935 shares worth $650K. The position accounts for 0.02% of the portfolio, ranked #519.

Gladstone Institutional Advisory first reported a position in EXC in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.11M in Q1 2022. 1,291 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Gladstone Institutional Advisory held 13,935 shares of Exelon worth $650K as of Q2 2026.
  • Gladstone Institutional Advisory bought 100 Exelon shares in Q2 2026, an estimated $4.63K.
  • Exelon made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #519 holding.
  • Gladstone Institutional Advisory first reported a position in Exelon in Q3 2021 and has held it in 20 quarters since.
  • Gladstone Institutional Advisory's Exelon position peaked at $1.11M in Q1 2022.
  • 1,291 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.